Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Merck MRK Stock Holding History

Legacy Financial Group (Iowa)’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
-707
Closed -$72.8K – 330
2023
Q3 		$72.8K Buy
+707
New +$76.2K 0.02% 154

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State Street
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Wellington Management Group
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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

Legacy Financial Group (Iowa)'s MRK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Merck (MRK) in Q4 2023, closing a stake of 707 shares — an estimated $72.8K sold.

Legacy Financial Group (Iowa) first reported a position in MRK in Q3 2023 and held it in 1 quarter. The position peaked at $72.8K in Q3 2023. 3,435 funds tracked by Wall St. Rank hold MRK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Merck position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 707 Merck shares in Q4 2023, an estimated $72.8K.
  • Legacy Financial Group (Iowa) first reported a position in Merck in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Merck position peaked at $72.8K in Q3 2023.
  • 3,435 funds tracked by Wall St. Rank held Merck as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.