Amplius Wealth Advisors’s McKesson MCK Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-103	Closed	-$25K	–	603
2021 Q4	$25K	Buy	+103	New	+$22.6K	﹤0.01%	432

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Amplius Wealth Advisors's MCK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of McKesson (MCK) in Q1 2022, closing a stake of 103 shares — an estimated $25K sold.

Amplius Wealth Advisors first reported a position in MCK in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 1,139 funds tracked by Wall St. Rank hold MCK as of Q1 2022.

Amplius Wealth Advisors reported no remaining McKesson position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 103 McKesson shares in Q1 2022, an estimated $25K.
Amplius Wealth Advisors first reported a position in McKesson in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's McKesson position peaked at $25K in Q4 2021.
1,139 funds tracked by Wall St. Rank held McKesson as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.