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Foundation Wealth Management (Missouri)’s Merck MRK Stock Holding History

Foundation Wealth Management (Missouri)’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
2023
Q4 		– Sell
-10,851
Closed -$1.12M – 38
2023
Q3 		$1.12M Sell
10,851
-50
-0.5% -$5.39K 1.12% 22
2023
Q2 		$1.26M Buy
10,901
+50
+0.5% +$5.68K 1.23% 20
2023
Q1 		$1.15M Sell
10,851
-2,668
-20% -$288K 1.19% 20
2022
Q4 		$1.5M Buy
+13,519
New +$1.38M 1.52% 20

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s MRK Position: Q4 2023 in Review

Foundation Wealth Management (Missouri) sold out of Merck (MRK) in Q4 2023, closing a stake of 10,851 shares — an estimated $1.12M sold.

Foundation Wealth Management (Missouri) first reported a position in MRK in Q4 2022 and held it in 4 quarters. The position peaked at $1.5M in Q4 2022. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Foundation Wealth Management (Missouri) reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 10,851 Merck shares in Q4 2023, an estimated $1.12M.
  • Foundation Wealth Management (Missouri) first reported a position in Merck in Q4 2022 and held it in 4 quarters.
  • Foundation Wealth Management (Missouri)'s Merck position peaked at $1.5M in Q4 2022.
  • 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q4 2023, filed 24 Jan 2024.