Guidance Point Advisors’s McKesson MCK Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-40	Closed	-$7K	–	269
2021 Q3	$7K	Buy	+40	New	+$8K	﹤0.01%	295

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

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

Guidance Point Advisors's MCK Position: Q4 2021 in Review

Guidance Point Advisors sold out of McKesson (MCK) in Q4 2021, closing a stake of 40 shares — an estimated $7K sold.

Guidance Point Advisors first reported a position in MCK in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold MCK as of Q4 2021.

Guidance Point Advisors reported no remaining McKesson position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 40 McKesson shares in Q4 2021, an estimated $7K.
Guidance Point Advisors first reported a position in McKesson in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's McKesson position peaked at $7K in Q3 2021.
1,098 funds tracked by Wall St. Rank held McKesson as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.