FWM
MRK icon

ForthRight Wealth Management’s Merck MRK Stock Holding History

ForthRight Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-637
Closed -$50K – 134
2020
Q4 		$50K Buy
+637
New +$48.7K 0.04% 70

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ForthRight Wealth Management's MRK Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Merck (MRK) in Q1 2021, closing a stake of 637 shares — an estimated $50K sold.

ForthRight Wealth Management first reported a position in MRK in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 2,686 funds tracked by Wall St. Rank hold MRK as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Merck position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 637 Merck shares in Q1 2021, an estimated $50K.
  • ForthRight Wealth Management first reported a position in Merck in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Merck position peaked at $50K in Q4 2020.
  • 2,686 funds tracked by Wall St. Rank held Merck as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.