Sightline Wealth Advisors’s Merck MRK Stock Holding History

Sightline 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
2023 Q1	–	Sell	-2,058	Closed	-$228K	–	59
2022 Q4	$228K	Buy	+2,058	New	+$210K	0.25%	52

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Sightline Wealth Advisors's MRK Position: Q1 2023 in Review

Sightline Wealth Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 2,058 shares — an estimated $228K sold.

Sightline Wealth Advisors first reported a position in MRK in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Sightline Wealth Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Sightline Wealth Advisors sold 2,058 Merck shares in Q1 2023, an estimated $228K.
Sightline Wealth Advisors first reported a position in Merck in Q4 2022 and held it in 1 quarter.
Sightline Wealth Advisors's Merck position peaked at $228K in Q4 2022.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Sightline Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.