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Ropes Wealth Advisors’s McKesson MCK Stock Holding History

Ropes 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
2021
Q1 		– Sell
-1
Closed – – 563
2020
Q4 		$0 Buy
+1
New +$167 ﹤0.01% 872
2020
Q2 		– Sell
-20
Closed -$3K – 592
2020
Q1 		$3K Buy
+20
New +$2.93K ﹤0.01% 482
2018
Q1 		– Sell
-575
Closed -$90K – 686
2017
Q4 		$90K Hold
575
– – 0.02% 290
2017
Q3 		$88K Hold
575
– – 0.02% 277
2017
Q2 		$95K Buy
+575
New +$87.2K 0.03% 274
2016
Q3 		– Sell
-23
Closed -$4K – 479
2016
Q2 		$4K Buy
+23
New +$4.04K ﹤0.01% 410
2016
Q1 		– Sell
-5
Closed -$1K – 494
2015
Q4 		$1K Buy
+5
New +$944 ﹤0.01% 436

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ropes Wealth Advisors's MCK Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of McKesson (MCK) in Q1 2021, closing a stake of 1 share.

Ropes Wealth Advisors first reported a position in MCK in Q4 2015 and held it in 7 quarters. The position peaked at $95K in Q2 2017. 970 funds tracked by Wall St. Rank hold MCK as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining McKesson position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1 McKesson share in Q1 2021.
  • Ropes Wealth Advisors first reported a position in McKesson in Q4 2015 and held it in 7 quarters.
  • Ropes Wealth Advisors's McKesson position peaked at $95K in Q2 2017.
  • 970 funds tracked by Wall St. Rank held McKesson as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.