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

Atlas Private Wealth Management’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
Q2 		– Sell
-15
Closed -$1K – 379
2021
Q1 		$1K Buy
+15
New +$741 ﹤0.01% 395

Other funds holding WBA

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlas Private Wealth Management's WBA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in WBA in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 15 Walgreens Boots Alliance shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Management's Walgreens Boots Alliance position peaked at $1K in Q1 2021.
  • 1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.