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IBEX Wealth Advisors’s McKesson MCK Stock Holding History

IBEX 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
2024
Q3 		– Sell
-449
Closed -$262K – 193
2024
Q2 		$262K Buy
+449
New +$250K 0.04% 113

Other funds holding MCK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's MCK Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of McKesson (MCK) in Q3 2024, closing a stake of 449 shares — an estimated $262K sold.

IBEX Wealth Advisors first reported a position in MCK in Q2 2024 and held it in 1 quarter. The position peaked at $262K in Q2 2024. 1,544 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 449 McKesson shares in Q3 2024, an estimated $262K.
  • IBEX Wealth Advisors first reported a position in McKesson in Q2 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's McKesson position peaked at $262K in Q2 2024.
  • 1,544 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.