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Retirement Financial Solutions’s Merck MRK Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-234
Closed -$26K – 167
2022
Q4 		$26K Buy
+234
New +$23.9K 0.02% 78

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Financial Solutions's MRK Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Merck (MRK) in Q1 2023, closing a stake of 234 shares — an estimated $26K sold.

Retirement Financial Solutions first reported a position in MRK in Q4 2022 and held it in 1 quarter. The position peaked at $26K in Q4 2022. 3,180 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 234 Merck shares in Q1 2023, an estimated $26K.
  • Retirement Financial Solutions first reported a position in Merck in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Merck position peaked at $26K in Q4 2022.
  • 3,180 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.