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One Wealth Management Investment & Advisory Services’s Merck MRK Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-2,097
Closed -$260K – 103
2024
Q2 		$260K Sell
2,097
-144
-6% -$18.5K 0.1% 98
2024
Q1 		$296K Sell
2,241
-99
-4% -$12.2K 0.12% 94
2023
Q4 		$255K Buy
+2,340
New +$243K 0.11% 102

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's MRK Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Merck (MRK) in Q3 2024, closing a stake of 2,097 shares — an estimated $260K sold.

One Wealth Management Investment & Advisory Services first reported a position in MRK in Q4 2023 and held it in 3 quarters. The position peaked at $296K in Q1 2024. 3,490 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 2,097 Merck shares in Q3 2024, an estimated $260K.
  • One Wealth Management Investment & Advisory Services first reported a position in Merck in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Merck position peaked at $296K in Q1 2024.
  • 3,490 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.