Win Advisors’s Merck MRK Stock Holding History

Win 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
2023 Q1	–	Sell	-263	Closed	-$29.2K	–	100
2022 Q4	$29.2K	Hold	263	–	–	0.01%	66
2022 Q3	$23K	Sell	263 -4	-1%	-$357	0.01%	54
2022 Q2	$25K	Buy	267 +97	+57%	+$8.6K	0.05%	74
2022 Q1	$14K	Buy	+170	New	+$13.4K	﹤0.01%	128

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Win Advisors's MRK Position: Q1 2023 in Review

Win Advisors sold out of Merck (MRK) in Q1 2023, closing a stake of 263 shares — an estimated $29.2K sold.

Win Advisors first reported a position in MRK in Q1 2022 and held it in 4 quarters. The position peaked at $29.2K in Q4 2022. 3,179 funds tracked by Wall St. Rank hold MRK as of Q1 2023.

Win Advisors reported no remaining Merck position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 263 Merck shares in Q1 2023, an estimated $29.2K.
Win Advisors first reported a position in Merck in Q1 2022 and held it in 4 quarters.
Win Advisors's Merck position peaked at $29.2K in Q4 2022.
3,179 funds tracked by Wall St. Rank held Merck as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.