IPW
MRK icon

IronBridge Private Wealth’s Merck MRK Stock Holding History

IronBridge Private Wealth’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
-202
Closed -$15K – 203
2021
Q4 		$15K Buy
202
+1
+0.5% +$80 0.01% 154
2021
Q3 		$15K Buy
201
+1
+0.5% +$76 0.01% 122
2021
Q2 		$16K Buy
200
+95
+90% +$7.07K 0.01% 119
2021
Q1 		$8K Hold
105
– – 0.01% 178
2020
Q4 		$8K Buy
+105
New +$8.03K 0.01% 160

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

IronBridge Private Wealth's MRK Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Merck (MRK) in Q1 2022, closing a stake of 202 shares — an estimated $15K sold.

IronBridge Private Wealth first reported a position in MRK in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q2 2021. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 202 Merck shares in Q1 2022, an estimated $15K.
  • IronBridge Private Wealth first reported a position in Merck in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Merck position peaked at $16K in Q2 2021.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.