AWG
WBA

Altus Wealth Group’s Walgreens Boots Alliance WBA Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-1,739
Closed -$69K – 763
2020
Q4 		$69K Buy
+1,739
New +$67.4K 0.07% 174

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Altus Wealth Group's WBA Position: Q1 2021 in Review

Altus Wealth Group sold out of Walgreens Boots Alliance (WBA) in Q1 2021, closing a stake of 1,739 shares — an estimated $69K sold.

Altus Wealth Group first reported a position in WBA in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 1,292 funds tracked by Wall St. Rank hold WBA as of Q1 2021.

  • Altus Wealth Group reported no remaining Walgreens Boots Alliance position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,739 Walgreens Boots Alliance shares in Q1 2021, an estimated $69K.
  • Altus Wealth Group first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Walgreens Boots Alliance position peaked at $69K in Q4 2020.
  • 1,292 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.