Rockwood Wealth Management’s Merck MRK Stock Holding History

Rockwood Wealth Management’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	-3,865	Closed	-$296K	–	105
2021 Q4	$296K	Buy	+3,865	New	+$308K	0.13%	89

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rockwood Wealth Management's MRK Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Merck (MRK) in Q1 2022, closing a stake of 3,865 shares — an estimated $296K sold.

Rockwood Wealth Management first reported a position in MRK in Q4 2021 and held it in 1 quarter. The position peaked at $296K in Q4 2021. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

Rockwood Wealth Management reported no remaining Merck position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 3,865 Merck shares in Q1 2022, an estimated $296K.
Rockwood Wealth Management first reported a position in Merck in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Merck position peaked at $296K in Q4 2021.
2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.