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Personal Wealth Partners’s Merck MRK Stock Holding History

Personal Wealth Partners’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
-1,745
Closed -$136K – 275
2021
Q2 		$136K Buy
+1,745
New +$130K 0.05% 98
2020
Q1 		– Sell
-1,479
Closed -$128K – 396
2019
Q4 		$128K Hold
1,479
– – 0.06% 92
2019
Q3 		$119K Buy
1,479
+178
+14% +$14.3K 0.05% 93
2019
Q2 		$104K Buy
+1,301
New +$99.6K 0.05% 85

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
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 $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Personal Wealth Partners's MRK Position: Q3 2021 in Review

Personal Wealth Partners sold out of Merck (MRK) in Q3 2021, closing a stake of 1,745 shares — an estimated $136K sold.

Personal Wealth Partners first reported a position in MRK in Q2 2019 and held it in 4 quarters. The position peaked at $136K in Q2 2021. 2,647 funds tracked by Wall St. Rank hold MRK as of Q3 2021.

  • Personal Wealth Partners reported no remaining Merck position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,745 Merck shares in Q3 2021, an estimated $136K.
  • Personal Wealth Partners first reported a position in Merck in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Merck position peaked at $136K in Q2 2021.
  • 2,647 funds tracked by Wall St. Rank held Merck as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.