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Wealthstreet Investment Advisors’s Merck MRK Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$7K Hold
91
– – 0.19% 60
2021
Q4 		$7K Hold
91
– – 0.17% 61
2021
Q3 		$7K Hold
91
– – 0.19% 60
2021
Q2 		$7K Sell
91
-87,788
-100% -$6.53M 0.04% 85
2021
Q1 		$6.46M Sell
87,879
-2,279
-3% -$168K 0.63% 39
2020
Q4 		$7.04M Sell
90,158
-734
-0.8% -$56.1K 0.71% 33
2020
Q3 		$7.19M Buy
90,892
+524
+0.6% +$41K 0.8% 30
2020
Q2 		$6.67M Buy
90,368
+409
+0.5% +$30.8K 0.82% 32
2020
Q1 		$6.61M Buy
89,959
+754
+0.8% +$59.3K 0.98% 27
2019
Q4 		$7.74M Buy
89,205
+105
+0.1% +$8.62K 0.9% 28
2019
Q3 		$7.24M Sell
89,100
-3,338
-4% -$268K 0.92% 29
2019
Q2 		$7.39M Buy
92,438
+1,467
+2% +$112K 0.96% 26
2019
Q1 		$7.22M Buy
90,971
+5,011
+6% +$375K 0.95% 27
2018
Q4 		$5.98M Sell
85,960
-1,131
-1% -$79.8K 0.84% 32
2018
Q3 		$5.9M Sell
87,091
-1,777
-2% -$113K 0.73% 36
2018
Q2 		$5.15M Buy
88,868
+1,664
+2% +$93.9K 0.68% 39
2018
Q1 		$4.53M Buy
87,204
+1,767
+2% +$95.4K 0.57% 47
2017
Q4 		$4.59M Buy
+85,437
New +$4.74M 0.56% 50

Other funds holding MRK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealthstreet Investment Advisors's MRK Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Merck (MRK) position steady in Q1 2022 at 91 shares worth $7K. The position accounts for 0.19% of the portfolio, ranked #60.

Wealthstreet Investment Advisors first reported a position in MRK in Q4 2017 and has held it in 18 quarters since. The position peaked at $7.74M in Q4 2019. 2,952 funds tracked by Wall St. Rank hold MRK as of Q1 2022.

  • Wealthstreet Investment Advisors held 91 shares of Merck worth $7K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Merck share count unchanged in Q1 2022.
  • Merck made up 0.19% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #60 holding.
  • Wealthstreet Investment Advisors first reported a position in Merck in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Merck position peaked at $7.74M in Q4 2019.
  • 2,952 funds tracked by Wall St. Rank held Merck as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.