PSIWM
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Paradigm Strategies in Wealth Management’s Merck MRK Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-387
Closed -$30K – 158
2021
Q2 		$30K Sell
387
-19
-5% -$1.41K 0.03% 121
2021
Q1 		$30K Buy
+406
New +$29.9K 0.03% 123

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paradigm Strategies in Wealth Management's MRK Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Merck (MRK) in Q3 2021, closing a stake of 387 shares — an estimated $30K sold.

Paradigm Strategies in Wealth Management first reported a position in MRK in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q2 2021. 2,648 funds tracked by Wall St. Rank hold MRK as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Merck position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 387 Merck shares in Q3 2021, an estimated $30K.
  • Paradigm Strategies in Wealth Management first reported a position in Merck in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Merck position peaked at $30K in Q2 2021.
  • 2,648 funds tracked by Wall St. Rank held Merck as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.