BHPW
WBA

Beverly Hills Private Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Beverly Hills Private 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
2023
Q3 		– Sell
-6,861
Closed -$205K – 331
2023
Q2 		$205K Buy
+6,861
New +$224K 0.03% 306

Other funds holding WBA

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Beverly Hills Private Wealth's WBA Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Walgreens Boots Alliance (WBA) in Q3 2023, closing a stake of 6,861 shares — an estimated $205K sold.

Beverly Hills Private Wealth first reported a position in WBA in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Walgreens Boots Alliance position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,861 Walgreens Boots Alliance shares in Q3 2023, an estimated $205K.
  • Beverly Hills Private Wealth first reported a position in Walgreens Boots Alliance in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Walgreens Boots Alliance position peaked at $205K in Q2 2023.
  • 1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.