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AWS
WBA
Atria Wealth Solutions’s
Walgreens Boots Alliance
WBA
Stock Holding History
Atria Wealth Solutions’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
2025
Q1
–
Sell
-23,915
Closed
-$223K
–
2094
2024
Q4
$223K
Sell
23,915
-12,198
-34%
-$113K
﹤0.01%
1755
2024
Q3
$324K
Sell
36,113
-3,057
-8%
-$31.5K
﹤0.01%
1467
2024
Q2
$474K
Sell
39,170
-3,542
-8%
-$60.1K
0.01%
1265
2024
Q1
$926K
Sell
42,712
-5,353
-11%
-$119K
0.01%
946
2023
Q4
$1.25M
Buy
48,065
+5,687
+13%
+$127K
0.02%
775
2023
Q3
$942K
Sell
42,378
-12,682
-23%
-$337K
0.01%
841
2023
Q2
$1.57M
Sell
55,060
-6,137
-10%
-$200K
0.02%
664
2023
Q1
$2.12M
Buy
61,197
+3,354
+6%
+$119K
0.03%
520
2022
Q4
$2.16M
Sell
57,843
-6,611
-10%
-$249K
0.03%
487
2022
Q3
$2.02M
Buy
64,454
+29,249
+83%
+$1.08M
0.04%
476
2022
Q2
$1.33M
Sell
35,205
-9,883
-22%
-$425K
0.03%
578
2022
Q1
$2.02M
Buy
+45,088
New
+$2.22M
0.03%
480
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1-Year Est. Return
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1-Year Est. Return
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$3.37B AUM
63.08%
1-Year Est. Return
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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