BSW
WBA

Buckingham Strategic Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Buckingham Strategic 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
2024
Q2 		– Sell
-4,000
Closed -$10.7K – 852
2024
Q1 		$10.7K Hold
4,000
– – ﹤0.01% 758
2023
Q4 		$23.8K Buy
+4,000
New +$89.4K ﹤0.01% 719

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Buckingham Strategic Wealth's WBA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Walgreens Boots Alliance (WBA) stake by 5.2% in Q2 2024, selling an estimated $29.1K and leaving 31,024 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Buckingham Strategic Wealth first reported a position in WBA in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.32M in Q2 2017. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Buckingham Strategic Wealth held 31,024 shares of Walgreens Boots Alliance worth $375K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,715 Walgreens Boots Alliance shares in Q2 2024, an estimated $29.1K.
  • Walgreens Boots Alliance made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #537 holding.
  • Buckingham Strategic Wealth first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Walgreens Boots Alliance position peaked at $2.32M in Q2 2017.
  • 932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.