Interactive Financial Advisors’s Merck MRK Stock Holding History

Interactive Financial 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
2023 Q1	–	Sell	-1,000	Closed	-$111K	–	124
2022 Q4	$111K	Hold	1,000	–	–	0.07%	106
2022 Q3	$86K	Hold	1,000	–	–	0.05%	110
2022 Q2	$91K	Hold	1,000	–	–	0.05%	96
2022 Q1	$82K	Hold	1,000	–	–	0.04%	113
2021 Q4	$77K	Hold	1,000	–	–	0.03%	114
2021 Q3	$75K	Hold	1,000	–	–	0.03%	109
2021 Q2	$78K	Sell	1,000 -48	-5%	-$3.57K	0.03%	112
2021 Q1	$77K	Hold	1,048	–	–	0.03%	110
2020 Q4	$82K	Hold	1,048	–	–	0.04%	95
2020 Q3	$83K	Hold	1,048	–	–	0.04%	91
2020 Q2	$77K	Hold	1,048	–	–	0.04%	89
2020 Q1	$77K	Hold	1,048	–	–	0.07%	61
2019 Q4	$91K	Hold	1,048	–	–	0.04%	96
2019 Q3	$84K	Hold	1,048	–	–	0.04%	87
2019 Q2	$84K	Hold	1,048	–	–	0.04%	95
2019 Q1	$83K	Buy	+1,048	New	+$78.4K	0.04%	81

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's MRK Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 1,000 shares — an estimated $111K sold.

Interactive Financial Advisors first reported a position in MRK in Q1 2019 and held it in 16 quarters. The position peaked at $111K in Q4 2022. 3,181 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Interactive Financial Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 1,000 Merck shares in Q1 2023, an estimated $111K.
Interactive Financial Advisors first reported a position in Merck in Q1 2019 and held it in 16 quarters.
Interactive Financial Advisors's Merck position peaked at $111K in Q4 2022.
3,181 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.