OptiFour Integrated Wealth Management’s Merck MRK Stock Holding History

OptiFour Integrated Wealth Management’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
2019 Q4	$472K	Sell	5,436 -1,768	-25%	-$145K	0.32%	42
2019 Q3	$579K	Sell	7,204 -363	-5%	-$29.1K	0.41%	34
2019 Q2	$605K	Buy	7,567 +3,356	+80%	+$257K	0.42%	32
2019 Q1	$334K	Sell	4,211 -287	-6%	-$21.5K	0.27%	34
2018 Q4	$328K	Buy	4,498 +1	+0%	+$71	0.3%	33
2018 Q3	$304K	Buy	4,497 +1	+0%	+$64	0.25%	44
2018 Q2	$260K	Buy	4,496 +1	+0%	+$56	0.22%	46
2018 Q1	$234K	Sell	4,495 -720	-14%	-$38.9K	0.2%	49
2017 Q4	$280K	Buy	+5,215	New	+$289K	0.23%	47

Other funds holding MRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OptiFour Integrated Wealth Management's MRK Position: Q4 2019 in Review

OptiFour Integrated Wealth Management reduced its Merck (MRK) stake by 25% in Q4 2019, selling an estimated $145K and leaving 5,436 shares worth $472K. The position accounts for 0.32% of the portfolio, ranked #42.

OptiFour Integrated Wealth Management first reported a position in MRK in Q4 2017 and has held it in 9 quarters since. The position peaked at $605K in Q2 2019. 2,537 funds tracked by Wall St. Rank hold MRK as of Q4 2019.

OptiFour Integrated Wealth Management held 5,436 shares of Merck worth $472K as of Q4 2019.
OptiFour Integrated Wealth Management sold 1,768 Merck shares in Q4 2019, an estimated $145K.
Merck made up 0.32% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #42 holding.
OptiFour Integrated Wealth Management first reported a position in Merck in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Merck position peaked at $605K in Q2 2019.
2,537 funds tracked by Wall St. Rank held Merck as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.