WFO
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Wealthgate Family Office’s Merck MRK Stock Holding History

Wealthgate Family Office’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
2021
Q2 		– Sell
-7,267
Closed -$535K – 29
2021
Q1 		$535K Hold
7,267
– – 0.73% 22
2020
Q4 		$567K Buy
+7,267
New +$556K 0.85% 20

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealthgate Family Office's MRK Position: Q2 2021 in Review

Wealthgate Family Office sold out of Merck (MRK) in Q2 2021, closing a stake of 7,267 shares — an estimated $535K sold.

Wealthgate Family Office first reported a position in MRK in Q4 2020 and held it in 2 quarters. The position peaked at $567K in Q4 2020. 2,674 funds tracked by Wall St. Rank hold MRK as of Q2 2021.

  • Wealthgate Family Office reported no remaining Merck position as of Q2 2021 after selling out during the quarter.
  • Wealthgate Family Office sold 7,267 Merck shares in Q2 2021, an estimated $535K.
  • Wealthgate Family Office first reported a position in Merck in Q4 2020 and held it in 2 quarters.
  • Wealthgate Family Office's Merck position peaked at $567K in Q4 2020.
  • 2,674 funds tracked by Wall St. Rank held Merck as of Q2 2021.

Based on Wealthgate Family Office's 13F filing for Q2 2021, filed 11 Aug 2021.