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TriaGen Wealth Management’s Mercer International MERC Stock Holding History

TriaGen Wealth Management’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
Q4 		– Sell
-84,107
Closed -$1.03M – 177
2022
Q3 		$1.03M Buy
+84,107
New +$1.24M 0.57% 47

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
AF
Atlas FRM Greenwich, Connecticut $1.53B AUM 14.94% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

TriaGen Wealth Management's MERC Position: Q4 2022 in Review

TriaGen Wealth Management sold out of Mercer International (MERC) in Q4 2022, closing a stake of 84,107 shares — an estimated $1.03M sold.

TriaGen Wealth Management first reported a position in MERC in Q3 2022 and held it in 1 quarter. The position peaked at $1.03M in Q3 2022. 144 funds tracked by Wall St. Rank hold MERC as of Q4 2022.

  • TriaGen Wealth Management reported no remaining Mercer International position as of Q4 2022 after selling out during the quarter.
  • TriaGen Wealth Management sold 84,107 Mercer International shares in Q4 2022, an estimated $1.03M.
  • TriaGen Wealth Management first reported a position in Mercer International in Q3 2022 and held it in 1 quarter.
  • TriaGen Wealth Management's Mercer International position peaked at $1.03M in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Mercer International as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.