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Wealthspire Advisors (Maryland)’s Merck MRK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$3.55M Buy
44,881
+627
+1% +$49.1K 0.13% 86
2020
Q2 		$3.27M Sell
44,254
-56
-0.1% -$4.22K 0.23% 64
2020
Q1 		$3.25M Sell
44,310
-1,368
-3% -$108K 0.28% 54
2019
Q4 		$3.96M Sell
45,678
-979
-2% -$80.4K 0.27% 62
2019
Q3 		$3.75M Sell
46,657
-4,873
-9% -$391K 0.27% 63
2019
Q2 		$4.12M Buy
51,530
+6,229
+14% +$477K 0.31% 54
2019
Q1 		$3.6M Sell
45,301
-967
-2% -$72.3K 0.27% 59
2018
Q4 		$3.37M Buy
46,268
+1,022
+2% +$72.1K 0.3% 55
2018
Q3 		$3.06M Sell
45,246
-582
-1% -$37.1K 0.25% 62
2018
Q2 		$2.65M Sell
45,828
-3,162
-6% -$178K 0.24% 63
2018
Q1 		$2.55M Sell
48,990
-6,982
-12% -$377K 0.24% 64
2017
Q4 		$3M Buy
55,972
+2,323
+4% +$129K 0.29% 57
2017
Q3 		$3.28M Sell
53,649
-3,356
-6% -$203K 0.36% 45
2017
Q2 		$3.49M Buy
57,005
+12,129
+27% +$738K 0.41% 39
2017
Q1 		$2.72M Buy
44,876
+3,230
+8% +$196K 0.39% 41
2016
Q4 		$2.34M Sell
41,646
-711
-2% -$41.6K 0.35% 43
2016
Q3 		$2.52M Sell
42,357
-988
-2% -$57.8K 0.39% 42
2016
Q2 		$2.38M Buy
43,345
+1,888
+5% +$100K 0.4% 41
2016
Q1 		$2.09M Buy
41,457
+983
+2% +$48.1K 0.37% 47
2015
Q4 		$2.04M Buy
+40,474
New +$2.04M 0.38% 45

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MRK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Merck (MRK) stake by 1.4% in Q3 2020, buying an estimated $49.1K and bringing the position to 44,881 shares worth $3.55M. The position accounts for 0.13% of the portfolio, ranked #86.

Wealthspire Advisors (Maryland) first reported a position in MRK in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.12M in Q2 2019. 2,559 funds tracked by Wall St. Rank hold MRK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 44,881 shares of Merck worth $3.55M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 627 Merck shares in Q3 2020, an estimated $49.1K.
  • Merck made up 0.13% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #86 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Merck in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Merck position peaked at $4.12M in Q2 2019.
  • 2,559 funds tracked by Wall St. Rank held Merck as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.