PFA
MRK icon

Paradigm Financial Advisors’s Merck MRK Stock Holding History

Paradigm 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
2019
Q1 		– Sell
-3,239
Closed -$236K – 131
2018
Q4 		$236K Sell
3,239
-220
-6% -$15.5K 0.11% 106
2018
Q3 		$234K Buy
+3,459
New +$220K 0.09% 114
2014
Q2 		– Sell
-597
Closed -$32K – 166
2014
Q1 		$32K Sell
597
-252
-30% -$13K 0.03% 140
2013
Q4 		$41K Buy
+849
New +$38.8K 0.04% 150

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paradigm Financial Advisors's MRK Position: Q1 2019 in Review

Paradigm Financial Advisors sold out of Merck (MRK) in Q1 2019, closing a stake of 3,239 shares — an estimated $236K sold.

Paradigm Financial Advisors first reported a position in MRK in Q4 2013 and held it in 4 quarters. The position peaked at $236K in Q4 2018. 2,292 funds tracked by Wall St. Rank hold MRK as of Q1 2019.

  • Paradigm Financial Advisors reported no remaining Merck position as of Q1 2019 after selling out during the quarter.
  • Paradigm Financial Advisors sold 3,239 Merck shares in Q1 2019, an estimated $236K.
  • Paradigm Financial Advisors first reported a position in Merck in Q4 2013 and held it in 4 quarters.
  • Paradigm Financial Advisors's Merck position peaked at $236K in Q4 2018.
  • 2,292 funds tracked by Wall St. Rank held Merck as of Q1 2019.

Based on Paradigm Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.