RIA Advisory Group’s Merck MRK Stock Holding History

RIA Advisory Group’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
2024 Q1	–	Sell	-274	Closed	-$430K	–	179
2023 Q4	$430K	Buy	+274	New	+$28.4K	0.18%	67
2023 Q1	–	Sell	-40,286	Closed	-$4.41M	–	136
2022 Q4	$4.41M	Buy	+40,286	New	+$4.12M	2.56%	10

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RIA Advisory Group's MRK Position: Q1 2024 in Review

RIA Advisory Group sold out of Merck (MRK) in Q1 2024, closing a stake of 274 shares — an estimated $430K sold.

RIA Advisory Group first reported a position in MRK in Q4 2022 and held it in 2 quarters. The position peaked at $4.41M in Q4 2022. 3,535 funds tracked by Wall St. Rank hold MRK as of Q1 2024.

RIA Advisory Group reported no remaining Merck position as of Q1 2024 after selling out during the quarter.
RIA Advisory Group sold 274 Merck shares in Q1 2024, an estimated $430K.
RIA Advisory Group first reported a position in Merck in Q4 2022 and held it in 2 quarters.
RIA Advisory Group's Merck position peaked at $4.41M in Q4 2022.
3,535 funds tracked by Wall St. Rank held Merck as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.