TFO Wealth Partners’s Merck MRK Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-23	Closed	-$3.04K	–	497
2024 Q1	$3.04K	Sell	23 -31	-57%	-$3.82K	﹤0.01%	112
2023 Q4	$5.89K	Sell	54 -410	-88%	-$42.6K	﹤0.01%	105
2023 Q3	$53.5K	Buy	464 +241	+108%	+$26K	0.01%	88
2023 Q2	$25.7K	Hold	223	–	–	0.01%	119
2023 Q1	$23.7K	Buy	223 +222	+22,200%	+$24K	0.01%	89
2022 Q4	$212	Sell	1 -199	-100%	-$20.3K	﹤0.01%	622
2022 Q3	$17K	Sell	200 -145	-42%	-$12.9K	﹤0.01%	72
2022 Q2	$31K	Buy	+345	New	+$30.6K	0.01%	75
2022 Q1	–	Sell	-456	Closed	-$33K	–	146
2021 Q4	$33K	Sell	456 -1	-0.2%	-$80	0.01%	70
2021 Q3	$34K	Sell	457 -19	-4%	-$1.45K	0.01%	63
2021 Q2	$37K	Buy	+476	New	+$35.4K	0.01%	43
2020 Q4	–	Sell	-1,812	Closed	-$143K	–	135
2020 Q3	$143K	Hold	1,812	–	–	0.06%	32
2020 Q2	$134K	Hold	1,812	–	–	0.05%	35
2020 Q1	$133K	Sell	1,812 -210	-10%	-$16.5K	0.06%	39
2019 Q4	$175K	Buy	+2,022	New	+$166K	0.16%	33

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's MRK Position: Q2 2024 in Review

TFO Wealth Partners sold out of Merck (MRK) in Q2 2024, closing a stake of 23 shares — an estimated $3.04K sold.

TFO Wealth Partners first reported a position in MRK in Q4 2019 and held it in 15 quarters. The position peaked at $175K in Q4 2019. 3,544 funds tracked by Wall St. Rank hold MRK as of Q2 2024.

TFO Wealth Partners reported no remaining Merck position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 23 Merck shares in Q2 2024, an estimated $3.04K.
TFO Wealth Partners first reported a position in Merck in Q4 2019 and held it in 15 quarters.
TFO Wealth Partners's Merck position peaked at $175K in Q4 2019.
3,544 funds tracked by Wall St. Rank held Merck as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.