Beacon Pointe Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Beacon Pointe Wealth Advisors’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
2019 Q4	$711K	Buy	12,046 +5,712	+90%	+$329K	0.13%	127
2019 Q3	$351K	Buy	6,334 +270	+4%	+$14.5K	0.07%	193
2019 Q2	$333K	Buy	6,064 +51	+0.8%	+$2.71K	0.07%	205
2019 Q1	$379K	Buy	6,013 +23	+0.4%	+$1.57K	0.09%	177
2018 Q4	$409K	Buy	+5,990	New	+$464K	0.15%	143

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's WBA Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Walgreens Boots Alliance (WBA) stake by 90% in Q4 2019, buying an estimated $329K and bringing the position to 12,046 shares worth $711K. The position accounts for 0.13% of the portfolio, ranked #127.

Beacon Pointe Wealth Advisors first reported a position in WBA in Q4 2018 and has held it in 5 quarters since. 1,335 funds tracked by Wall St. Rank hold WBA as of Q4 2019.

Beacon Pointe Wealth Advisors held 12,046 shares of Walgreens Boots Alliance worth $711K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 5,712 Walgreens Boots Alliance shares in Q4 2019, an estimated $329K.
Walgreens Boots Alliance made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #127 holding.
Beacon Pointe Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2018 and has held it in 5 quarters since.
1,335 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.