Atlas Private Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-200	Closed	-$9K	–	699
2021 Q3	$9K	Sell	200 -53	-21%	-$2.56K	﹤0.01%	489
2021 Q2	$13K	Buy	253 +53	+27%	+$2.85K	0.01%	439
2021 Q1	$11K	Sell	200 -1,250	-86%	-$61.8K	0.01%	490
2020 Q4	$58K	Buy	1,450 +1,250	+625%	+$48.4K	0.04%	203
2020 Q3	$7K	Hold	200	–	–	0.01%	443
2020 Q2	$8K	Buy	+200	New	+$8.49K	0.01%	449

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atlas Private Wealth Advisors's WBA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 200 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in WBA in Q2 2020 and held it in 6 quarters. The position peaked at $58K in Q4 2020. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 200 Walgreens Boots Alliance shares in Q4 2021, an estimated $9K.
Atlas Private Wealth Advisors first reported a position in Walgreens Boots Alliance in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Walgreens Boots Alliance position peaked at $58K in Q4 2020.
1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.