Peak Financial Advisors’s Merck MRK Stock Holding History

Peak 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
2022 Q3	–	Sell	-3,569	Closed	-$325K	–	66
2022 Q2	$325K	Buy	+3,569	New	+$316K	0.32%	56

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peak Financial Advisors's MRK Position: Q3 2022 in Review

Peak Financial Advisors sold out of Merck (MRK) in Q3 2022, closing a stake of 3,569 shares — an estimated $325K sold.

Peak Financial Advisors first reported a position in MRK in Q2 2022 and held it in 1 quarter. The position peaked at $325K in Q2 2022. 2,989 funds tracked by Wall St. Rank hold MRK as of Q3 2022.

Peak Financial Advisors reported no remaining Merck position as of Q3 2022 after selling out during the quarter.
Peak Financial Advisors sold 3,569 Merck shares in Q3 2022, an estimated $325K.
Peak Financial Advisors first reported a position in Merck in Q2 2022 and held it in 1 quarter.
Peak Financial Advisors's Merck position peaked at $325K in Q2 2022.
2,989 funds tracked by Wall St. Rank held Merck as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.