Altus Wealth Group’s McKesson MCK Stock Holding History

Altus Wealth Group’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-53	Closed	-$10K	–	519
2020 Q4	$10K	Buy	+53	New	+$8.83K	0.01%	523

Other funds holding MCK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Altus Wealth Group's MCK Position: Q1 2021 in Review

Altus Wealth Group sold out of McKesson (MCK) in Q1 2021, closing a stake of 53 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in MCK in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

Altus Wealth Group reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 53 McKesson shares in Q1 2021, an estimated $10K.
Altus Wealth Group first reported a position in McKesson in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's McKesson position peaked at $10K in Q4 2020.
970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.