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Vantage Financial Partners (Wisconsin)’s Merck MRK Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q3 		– Sell
-1,800
Closed -$223K – 199
2024
Q2 		$223K Buy
1,800
+157
+10% +$20.2K 0.06% 133
2024
Q1 		$217K Buy
+1,643
New +$203K 0.06% 132

Other funds holding MRK

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MRK Position: Q3 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Merck (MRK) in Q3 2024, closing a stake of 1,800 shares — an estimated $223K sold.

Vantage Financial Partners (Wisconsin) first reported a position in MRK in Q1 2024 and held it in 2 quarters. The position peaked at $223K in Q2 2024. 3,489 funds tracked by Wall St. Rank hold MRK as of Q3 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Merck position as of Q3 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,800 Merck shares in Q3 2024, an estimated $223K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Merck in Q1 2024 and held it in 2 quarters.
  • Vantage Financial Partners (Wisconsin)'s Merck position peaked at $223K in Q2 2024.
  • 3,489 funds tracked by Wall St. Rank held Merck as of Q3 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2024, filed 8 Nov 2024.