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RGT Wealth Advisors’s Merck MRK Stock Holding History

RGT Wealth 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
Q1 		– Sell
-150
Closed -$11K – 249
2021
Q4 		$11K Buy
+150
New +$11.9K ﹤0.01% 220
2017
Q1 		– Sell
-5,134
Closed -$288K – 123
2016
Q4 		$288K Sell
5,134
-318
-6% -$18.6K 0.16% 82
2016
Q3 		$325K Buy
+5,452
New +$319K 0.2% 66

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RGT Wealth Advisors's MRK Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Merck (MRK) in Q1 2022, closing a stake of 150 shares — an estimated $11K sold.

RGT Wealth Advisors first reported a position in MRK in Q3 2016 and held it in 3 quarters. The position peaked at $325K in Q3 2016. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 150 Merck shares in Q1 2022, an estimated $11K.
  • RGT Wealth Advisors first reported a position in Merck in Q3 2016 and held it in 3 quarters.
  • RGT Wealth Advisors's Merck position peaked at $325K in Q3 2016.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.