B. Riley Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

B. Riley 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
2022 Q2	$1.19K	Buy	31,393 +21,067	+204%	+$906K	﹤0.01%	279
2022 Q1	$462K	Buy	10,326 +589	+6%	+$29K	0.04%	347
2021 Q4	$508K	Buy	9,737 +1,760	+22%	+$85.2K	0.04%	349
2021 Q3	$375K	Buy	+7,977	New	+$385K	0.03%	400
2020 Q3	–	Sell	-31,125	Closed	-$1.32M	–	541
2020 Q2	$1.32M	Sell	31,125 -27,047	-46%	-$1.15M	0.14%	138
2020 Q1	$2.66M	Buy	58,172 +31,421	+117%	+$1.59M	0.28%	88
2019 Q4	$1.58M	Buy	26,751 +17,206	+180%	+$992K	0.24%	99
2019 Q3	$528K	Buy	+9,545	New	+$512K	0.09%	197
2019 Q2	–	Sell	-3,171	Closed	-$201K	–	439
2019 Q1	$201K	Sell	3,171 -387	-11%	-$26.4K	0.03%	348
2018 Q4	$243K	Buy	3,558 +536	+18%	+$41.6K	0.05%	278
2018 Q3	$220K	Buy	+3,022	New	+$205K	0.05%	270
2015 Q3	–	Sell	-450	Closed	-$37K	–	747
2015 Q2	$37K	Sell	450 -850	-65%	-$73.3K	0.03%	481
2015 Q1	$110K	Buy	+1,300	New	+$104K	0.08%	267
2014 Q4	–	Sell	-2,974	Closed	-$227K	–	1102
2014 Q3	$227K	Sell	2,974 -1,987	-40%	-$130K	0.17%	169
2014 Q2	$367K	Hold	4,961	–	–	0.24%	113
2014 Q1	$328K	Buy	+4,961	New	+$312K	0.24%	107

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

B. Riley Wealth Management's WBA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Walgreens Boots Alliance (WBA) stake by 204% in Q2 2022, buying an estimated $906K and bringing the position to 31,393 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

B. Riley Wealth Management first reported a position in WBA in Q1 2014 and has held it in 16 quarters since. The position peaked at $2.66M in Q1 2020. 1,289 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

B. Riley Wealth Management held 31,393 shares of Walgreens Boots Alliance worth $1.19K as of Q2 2022.
B. Riley Wealth Management bought 21,067 Walgreens Boots Alliance shares in Q2 2022, an estimated $906K.
Walgreens Boots Alliance made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #279 holding.
B. Riley Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Walgreens Boots Alliance position peaked at $2.66M in Q1 2020.
1,289 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.