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Steward Partners Investment Advisory’s Mercer International MERC Stock Holding History

Steward Partners Investment Advisory’s Portfolio MERC Stock Details MERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,500
Closed -$20K – 3324
2022
Q2 		$20K Hold
1,500
– – ﹤0.01% 2223
2022
Q1 		$21K Hold
1,500
– – ﹤0.01% 2338
2021
Q4 		$18K Sell
1,500
-2,500
-63% -$27.7K ﹤0.01% 2366
2021
Q3 		$46K Hold
4,000
– – ﹤0.01% 1946
2021
Q2 		$51K Buy
+4,000
New +$59.2K ﹤0.01% 3352

Other funds holding MERC

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BCA
Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's MERC Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Mercer International (MERC) in Q3 2022, closing a stake of 1,500 shares — an estimated $20K sold.

Steward Partners Investment Advisory first reported a position in MERC in Q2 2021 and held it in 5 quarters. The position peaked at $51K in Q2 2021. 152 funds tracked by Wall St. Rank hold MERC as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Mercer International position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,500 Mercer International shares in Q3 2022, an estimated $20K.
  • Steward Partners Investment Advisory first reported a position in Mercer International in Q2 2021 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Mercer International position peaked at $51K in Q2 2021.
  • 152 funds tracked by Wall St. Rank held Mercer International as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.