BWM
WBA

Brown Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Brown 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
2024
Q4 		– Sell
-19,396
Closed -$174K – 99
2024
Q3 		$174K Buy
19,396
+14
+0.1% +$144 0.06% 85
2024
Q2 		$234K Sell
19,382
-928
-5% -$15.7K 0.09% 77
2024
Q1 		$441K Sell
20,310
-1,274
-6% -$28.3K 0.18% 55
2023
Q4 		$564K Buy
21,584
+1,422
+7% +$31.8K 0.25% 49
2023
Q3 		$448K Hold
20,162
– – 0.21% 51
2023
Q2 		$574K Buy
+20,162
New +$657K 0.3% 49

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Wealth Management's WBA Position: Q4 2024 in Review

Brown Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 19,396 shares — an estimated $174K sold.

Brown Wealth Management first reported a position in WBA in Q2 2023 and held it in 6 quarters. The position peaked at $574K in Q2 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Brown Wealth Management reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Brown Wealth Management sold 19,396 Walgreens Boots Alliance shares in Q4 2024, an estimated $174K.
  • Brown Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2023 and held it in 6 quarters.
  • Brown Wealth Management's Walgreens Boots Alliance position peaked at $574K in Q2 2023.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Brown Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.