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TD Ameritrade Investment Management’s Merck MRK Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-666
Closed -$77K – 304
2023
Q2 		$77K Sell
666
-180
-21% -$20.4K ﹤0.01% 231
2023
Q1 		$90K Sell
846
-332
-28% -$35.8K ﹤0.01% 233
2022
Q4 		$131K Sell
1,178
-292
-20% -$29.8K ﹤0.01% 219
2022
Q3 		$127K Sell
1,470
-482
-25% -$43K ﹤0.01% 231
2022
Q2 		$178K Sell
1,952
-1,272
-39% -$113K ﹤0.01% 230
2022
Q1 		$265K Sell
3,224
-59
-2% -$4.65K ﹤0.01% 223
2021
Q4 		$252K Sell
3,283
-4,459
-58% -$355K ﹤0.01% 229
2021
Q3 		$642K Sell
7,742
-2,740
-26% -$208K 0.01% 141
2021
Q2 		$815K Buy
10,482
+3,976
+61% +$296K 0.01% 131
2021
Q1 		$508K Hold
6,506
– – ﹤0.01% 147
2020
Q4 		$508K Sell
6,506
-1,608
-20% -$123K ﹤0.01% 147
2020
Q3 		$642K Sell
8,114
-58
-0.7% -$4.54K 0.01% 141
2020
Q2 		$603K Sell
8,172
-565
-6% -$42.5K 0.01% 146
2020
Q1 		$641K Sell
8,737
-295
-3% -$23.2K 0.01% 143
2019
Q4 		$784K Sell
9,032
-3,706
-29% -$304K 0.01% 140
2019
Q3 		$1.02M Sell
12,738
-115
-0.9% -$9.22K 0.01% 120
2019
Q2 		$1.03M Buy
12,853
+3,395
+36% +$260K 0.01% 115
2019
Q1 		$751K Buy
9,458
+2,290
+32% +$171K 0.01% 121
2018
Q4 		$523K Buy
7,168
+2,497
+53% +$176K ﹤0.01% 117
2018
Q3 		$316K Buy
4,671
+3,257
+230% +$208K ﹤0.01% 118
2018
Q2 		$82K Buy
+1,414
New +$79.8K ﹤0.01% 118

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

TD Ameritrade Investment Management's MRK Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Merck (MRK) in Q3 2023, closing a stake of 666 shares — an estimated $77K sold.

TD Ameritrade Investment Management first reported a position in MRK in Q2 2018 and held it in 21 quarters. The position peaked at $1.03M in Q2 2019. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 666 Merck shares in Q3 2023, an estimated $77K.
  • TD Ameritrade Investment Management first reported a position in Merck in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Merck position peaked at $1.03M in Q2 2019.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.