Baldwin Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Baldwin Wealth Partners’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
2024 Q3	–	Sell	-1,415	Closed	-$17.1K	–	1172
2024 Q2	$17.1K	Hold	1,415	–	–	﹤0.01%	486
2024 Q1	$30.7K	Hold	1,415	–	–	﹤0.01%	440
2023 Q4	$36.9K	Hold	1,415	–	–	﹤0.01%	417
2023 Q3	$31.5K	Hold	1,415	–	–	﹤0.01%	452
2023 Q2	$40.3K	Hold	1,415	–	–	﹤0.01%	439
2023 Q1	$48.9K	Hold	1,415	–	–	﹤0.01%	426
2022 Q4	$52.9K	Buy	1,415 +855	+153%	+$32.1K	﹤0.01%	408
2022 Q3	$18K	Hold	560	–	–	﹤0.01%	456
2022 Q2	$21K	Hold	560	–	–	﹤0.01%	470
2022 Q1	$25K	Hold	560	–	–	﹤0.01%	455
2021 Q4	$29K	Hold	560	–	–	﹤0.01%	412
2021 Q3	$26K	Hold	560	–	–	﹤0.01%	424
2021 Q2	$29K	Hold	560	–	–	﹤0.01%	429
2021 Q1	$31K	Hold	560	–	–	﹤0.01%	404
2020 Q4	$22K	Hold	560	–	–	﹤0.01%	396
2020 Q3	$20K	Hold	560	–	–	﹤0.01%	389
2020 Q2	$24K	Hold	560	–	–	﹤0.01%	374
2020 Q1	$26K	Hold	560	–	–	﹤0.01%	351
2019 Q4	$33K	Hold	560	–	–	﹤0.01%	363
2019 Q3	$31K	Hold	560	–	–	﹤0.01%	365
2019 Q2	$31K	Hold	560	–	–	﹤0.01%	357
2019 Q1	$35K	Hold	560	–	–	0.01%	342
2018 Q4	$38K	Hold	560	–	–	0.01%	314
2018 Q3	$41K	Hold	560	–	–	0.01%	338
2018 Q2	$34K	Sell	560 -256	-31%	-$16.5K	0.01%	351
2018 Q1	$53K	Buy	+816	New	+$58.3K	0.01%	286

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baldwin Wealth Partners's WBA Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 1,415 shares — an estimated $17.1K sold.

Baldwin Wealth Partners first reported a position in WBA in Q1 2018 and held it in 26 quarters. The position peaked at $53K in Q1 2018. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

Baldwin Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,415 Walgreens Boots Alliance shares in Q3 2024, an estimated $17.1K.
Baldwin Wealth Partners first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 26 quarters.
Baldwin Wealth Partners's Walgreens Boots Alliance position peaked at $53K in Q1 2018.
878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.