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Henrickson Nauta Wealth Advisors’s Merck MRK Stock Holding History

Henrickson Nauta Wealth Advisors’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
2022
Q1 		– Sell
-300
Closed -$24K – 172
2021
Q4 		$24K Buy
+300
New +$23.9K 0.02% 121

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's MRK Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Merck (MRK) in Q1 2022, closing a stake of 300 shares — an estimated $24K sold.

Henrickson Nauta Wealth Advisors first reported a position in MRK in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 300 Merck shares in Q1 2022, an estimated $24K.
  • Henrickson Nauta Wealth Advisors first reported a position in Merck in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Merck position peaked at $24K in Q4 2021.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.