AA
WBA

Alta Advisers’s Walgreens Boots Alliance WBA Stock Holding History

Alta Advisers’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
2024
Q3 		– Sell
-2,000
Closed -$24.2K – 444
2024
Q2 		$24.2K Hold
2,000
– – 0.01% 398
2024
Q1 		$43.4K Hold
2,000
– – 0.02% 385
2023
Q4 		$52.2K Hold
2,000
– – 0.03% 379
2023
Q3 		$44.5K Hold
2,000
– – 0.03% 382
2023
Q2 		$57K Hold
2,000
– – 0.03% 362
2023
Q1 		$69.2K Hold
2,000
– – 0.04% 325
2022
Q4 		$75K Hold
2,000
– – 0.04% 305
2022
Q3 		$63K Buy
+2,000
New +$74.1K 0.04% 338

Other funds holding WBA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alta Advisers's WBA Position: Q3 2024 in Review

Alta Advisers sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 2,000 shares — an estimated $24.2K sold.

Alta Advisers first reported a position in WBA in Q3 2022 and held it in 8 quarters. The position peaked at $75K in Q4 2022. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Alta Advisers reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Alta Advisers sold 2,000 Walgreens Boots Alliance shares in Q3 2024, an estimated $24.2K.
  • Alta Advisers first reported a position in Walgreens Boots Alliance in Q3 2022 and held it in 8 quarters.
  • Alta Advisers's Walgreens Boots Alliance position peaked at $75K in Q4 2022.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.