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Waypoint Wealth Partners’s McKesson MCK Stock Holding History

Waypoint Wealth Partners’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
-400
Closed -$234K – 69
2024
Q2 		$234K Buy
+400
New +$223K 0.07% 58

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State Street
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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

Waypoint Wealth Partners's MCK Position: Q3 2024 in Review

Waypoint Wealth Partners sold out of McKesson (MCK) in Q3 2024, closing a stake of 400 shares — an estimated $234K sold.

Waypoint Wealth Partners first reported a position in MCK in Q2 2024 and held it in 1 quarter. The position peaked at $234K in Q2 2024. 1,545 funds tracked by Wall St. Rank hold MCK as of Q3 2024.

  • Waypoint Wealth Partners reported no remaining McKesson position as of Q3 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 400 McKesson shares in Q3 2024, an estimated $234K.
  • Waypoint Wealth Partners first reported a position in McKesson in Q2 2024 and held it in 1 quarter.
  • Waypoint Wealth Partners's McKesson position peaked at $234K in Q2 2024.
  • 1,545 funds tracked by Wall St. Rank held McKesson as of Q3 2024.

Based on Waypoint Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.