AW
WBA

Avion Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Avion Wealth’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
Q3 		– Sell
-152
Closed -$1K – 1583
2025
Q2 		$1K Sell
152
-12
-7% -$134 ﹤0.01% 1092
2025
Q1 		$1K Hold
164
– – ﹤0.01% 953
2024
Q4 		$1K Hold
164
– – ﹤0.01% 951
2024
Q3 		$1K Buy
164
+98
+148% +$1.01K ﹤0.01% 925
2024
Q2 		$0 Buy
+66
New +$1.12K ﹤0.01% 1283
2023
Q4 		– Sell
-44
Closed – – 1370
2023
Q3 		$0 Buy
44
+29
+193% +$771 ﹤0.01% 1228
2023
Q2 		$0 Buy
+15
New +$489 ﹤0.01% 1059

Other funds holding WBA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
GCM
Greenland Capital Management New York $500M AUM 40.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
PS
PayPay Securities Tokyo, Japan $2.89M AUM 12.57% 1-Year Est. Return