Atlas Private Wealth Management’s McKesson MCK Stock Holding History

Atlas Private Wealth Management’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	-308	Closed	-$54K	–	428
2020 Q4	$54K	Hold	308	–	–	0.04%	182
2020 Q3	$46K	Hold	308	–	–	0.04%	189
2020 Q2	$47K	Hold	308	–	–	0.04%	197
2020 Q1	$42K	Hold	308	–	–	0.04%	195
2019 Q4	$43K	Buy	+308	New	+$43.5K	0.03%	215

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

Atlas Private Wealth Management's MCK Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of McKesson (MCK) in Q1 2021, closing a stake of 308 shares — an estimated $54K sold.

Atlas Private Wealth Management first reported a position in MCK in Q4 2019 and held it in 5 quarters. The position peaked at $54K in Q4 2020. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

Atlas Private Wealth Management reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 308 McKesson shares in Q1 2021, an estimated $54K.
Atlas Private Wealth Management first reported a position in McKesson in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's McKesson position peaked at $54K in Q4 2020.
970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.