Advocacy Wealth Management Services’s Walgreens Boots Alliance WBA Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-3	Closed	–	–	136
2022 Q3	$0	Hold	3	–	–	﹤0.01%	154
2022 Q2	$0	Hold	3	–	–	﹤0.01%	206
2022 Q1	$0	Hold	3	–	–	﹤0.01%	233
2021 Q4	$0	Hold	3	–	–	﹤0.01%	200
2021 Q3	$0	Hold	3	–	–	﹤0.01%	205
2021 Q2	$0	Hold	3	–	–	﹤0.01%	211
2021 Q1	$0	Hold	3	–	–	﹤0.01%	153
2020 Q4	$0	Hold	3	–	–	﹤0.01%	149
2020 Q3	$0	Hold	3	–	–	﹤0.01%	138
2020 Q2	$0	Hold	3	–	–	﹤0.01%	141
2020 Q1	$0	Hold	3	–	–	﹤0.01%	142
2019 Q4	$0	Hold	3	–	–	﹤0.01%	161
2019 Q3	$0	Hold	3	–	–	﹤0.01%	181
2019 Q2	$0	Hold	3	–	–	﹤0.01%	180
2019 Q1	$0	Buy	+3	New	+$205	﹤0.01%	174
2017 Q4	–	Sell	-70	Closed	-$6K	–	258
2017 Q3	$6K	Buy	+70	New	+$5.61K	﹤0.01%	230
2017 Q2	–	Sell	-70	Closed	-$6K	–	302
2017 Q1	$6K	Buy	+70	New	+$5.87K	﹤0.01%	251
2016 Q4	–	Sell	-70	Closed	-$6K	–	384
2016 Q3	$6K	Hold	70	–	–	﹤0.01%	315
2016 Q2	$6K	Hold	70	–	–	﹤0.01%	341
2016 Q1	$6K	Sell	70 -130	-65%	-$10.4K	﹤0.01%	405
2015 Q4	$17K	Buy	+200	New	+$17K	0.02%	292
2013 Q3	$32K	Buy	+540	New	+$27.1K	0.09%	139

Other funds holding WBA

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's WBA Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Walgreens Boots Alliance (WBA) in Q4 2022, closing a stake of 3 shares.

Advocacy Wealth Management Services first reported a position in WBA in Q3 2013 and held it in 22 quarters. The position peaked at $32K in Q3 2013. 1,276 funds tracked by Wall St. Rank hold WBA as of Q4 2022.

Advocacy Wealth Management Services reported no remaining Walgreens Boots Alliance position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 3 Walgreens Boots Alliance shares in Q4 2022.
Advocacy Wealth Management Services first reported a position in Walgreens Boots Alliance in Q3 2013 and held it in 22 quarters.
Advocacy Wealth Management Services's Walgreens Boots Alliance position peaked at $32K in Q3 2013.
1,276 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.