Alera Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Alera Investment Advisors’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 Q1	–	Sell	-5,754	Closed	-$215K	–	180
2022 Q4	$215K	Buy	+5,754	New	+$216K	0.05%	161
2022 Q3	–	Sell	-6,744	Closed	-$255K	–	190
2022 Q2	$255K	Sell	6,744 -408	-6%	-$17.5K	0.07%	157
2022 Q1	$320K	Buy	7,152 +801	+13%	+$39.4K	0.07%	146
2021 Q4	$331K	Hold	6,351	–	–	0.09%	73
2021 Q3	$299K	Hold	6,351	–	–	0.09%	80
2021 Q2	$334K	Hold	6,351	–	–	0.1%	71
2021 Q1	$349K	Buy	6,351 +1,000	+19%	+$49.4K	0.12%	63
2020 Q4	$213K	Buy	+5,351	New	+$207K	0.08%	82
2020 Q3	–	Sell	-5,351	Closed	-$227K	–	91
2020 Q2	$227K	Hold	5,351	–	–	0.12%	68
2020 Q1	$245K	Hold	5,351	–	–	0.15%	55
2019 Q4	$315K	Sell	5,351 -669	-11%	-$38.6K	0.14%	42
2019 Q3	$333K	Buy	6,020 +23	+0.4%	+$1.23K	0.17%	49
2019 Q2	$328K	Sell	5,997 -2,937	-33%	-$156K	0.17%	49
2019 Q1	$565K	Sell	8,934 -12,197	-58%	-$833K	0.28%	36
2018 Q4	$1.44M	Buy	+21,131	New	+$1.64M	0.88%	22

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Alera Investment Advisors's WBA Position: Q1 2023 in Review

Alera Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,754 shares — an estimated $215K sold.

Alera Investment Advisors first reported a position in WBA in Q4 2018 and held it in 15 quarters. The position peaked at $1.44M in Q4 2018. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

Alera Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
Alera Investment Advisors sold 5,754 Walgreens Boots Alliance shares in Q1 2023, an estimated $215K.
Alera Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 15 quarters.
Alera Investment Advisors's Walgreens Boots Alliance position peaked at $1.44M in Q4 2018.
1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Alera Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.