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Vahanian & Associates Financial Planning’s Merck MRK Stock Holding History

Vahanian & Associates Financial Planning’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
-1,859
Closed -$215K – 65
2023
Q2 		$215K Buy
+1,859
New +$211K 0.68% 49
2023
Q1 		– Sell
-1,859
Closed -$206K – 80
2022
Q4 		$206K Buy
+1,859
New +$190K 0.67% 55
2022
Q1 		– Sell
-5,372
Closed -$412K – 118
2021
Q4 		$412K Buy
+5,372
New +$428K 0.33% 84

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

Vahanian & Associates Financial Planning's MRK Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of Merck (MRK) in Q3 2023, closing a stake of 1,859 shares — an estimated $215K sold.

Vahanian & Associates Financial Planning first reported a position in MRK in Q4 2021 and held it in 3 quarters. The position peaked at $412K in Q4 2021. 3,214 funds tracked by Wall St. Rank hold MRK as of Q3 2023.

  • Vahanian & Associates Financial Planning reported no remaining Merck position as of Q3 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 1,859 Merck shares in Q3 2023, an estimated $215K.
  • Vahanian & Associates Financial Planning first reported a position in Merck in Q4 2021 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's Merck position peaked at $412K in Q4 2021.
  • 3,214 funds tracked by Wall St. Rank held Merck as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.