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Spectrum Wealth Advisory Group’s Merck MRK Stock Holding History

Spectrum Wealth 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
2023
Q1 		– Sell
-1,866
Closed -$207K – 32
2022
Q4 		$207K Buy
+1,866
New +$191K 0.29% 30
2021
Q1 		– Sell
-2,810
Closed -$219K – 42
2020
Q4 		$219K Sell
2,810
-3,067
-52% -$235K 0.25% 32
2020
Q3 		$464K Buy
+5,877
New +$460K 0.3% 30

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

Spectrum Wealth Advisory Group's MRK Position: Q1 2023 in Review

Spectrum Wealth Advisory Group sold out of Merck (MRK) in Q1 2023, closing a stake of 1,866 shares — an estimated $207K sold.

Spectrum Wealth Advisory Group first reported a position in MRK in Q3 2020 and held it in 3 quarters. The position peaked at $464K in Q3 2020. 3,180 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

  • Spectrum Wealth Advisory Group reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 1,866 Merck shares in Q1 2023, an estimated $207K.
  • Spectrum Wealth Advisory Group first reported a position in Merck in Q3 2020 and held it in 3 quarters.
  • Spectrum Wealth Advisory Group's Merck position peaked at $464K in Q3 2020.
  • 3,180 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.