Accel Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Accel Wealth Management’s Portfolio WBA Stock Details WBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-495	Closed	-$17.1K	–	866
2023 Q1	$17.1K	Hold	495	–	–	0.01%	756
2022 Q4	$18.5K	Hold	495	–	–	0.01%	578
2022 Q3	$17K	Hold	495	–	–	0.01%	614
2022 Q2	$19K	Buy	495 +80	+19%	+$3.44K	0.01%	562
2022 Q1	$18K	Sell	415 -8	-2%	-$393	0.01%	585
2021 Q4	$22K	Buy	423 +8	+2%	+$387	0.01%	555
2021 Q3	$20K	Sell	415 -26	-6%	-$1.25K	0.01%	506
2021 Q2	$23K	Buy	441 +1	+0.2%	+$54	0.02%	513
2021 Q1	$24K	Sell	440 -67	-13%	-$3.31K	0.02%	461
2020 Q4	$20K	Buy	+507	New	+$19.6K	0.02%	495

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accel Wealth Management's WBA Position: Q2 2023 in Review

Accel Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 495 shares — an estimated $17.1K sold.

Accel Wealth Management first reported a position in WBA in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q1 2021. 1,147 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Accel Wealth Management reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 495 Walgreens Boots Alliance shares in Q2 2023, an estimated $17.1K.
Accel Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Walgreens Boots Alliance position peaked at $24K in Q1 2021.
1,147 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.