BWM
WBA

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

Buckley 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
Q3 		– Sell
-62,985
Closed -$762K – 104
2024
Q2 		$762K Buy
62,985
+25,650
+69% +$435K 0.24% 66
2024
Q1 		$810K Buy
37,335
+785
+2% +$17.4K 0.26% 67
2023
Q4 		$954K Buy
36,550
+3,220
+10% +$72K 0.33% 57
2023
Q3 		$741K Buy
33,330
+7,400
+29% +$197K 0.28% 66
2023
Q2 		$739K Buy
25,930
+1,890
+8% +$61.6K 0.25% 73
2023
Q1 		$831K Sell
24,040
-1,055
-4% -$37.4K 0.31% 63
2022
Q4 		$938K Buy
25,095
+3,154
+14% +$119K 0.34% 50
2022
Q3 		$689K Buy
21,941
+235
+1% +$8.71K 0.25% 69
2022
Q2 		$823K Buy
21,706
+1,240
+6% +$53.3K 0.26% 68
2022
Q1 		$916K Sell
20,466
-205
-1% -$10.1K 0.25% 78
2021
Q4 		$1.08M Buy
20,671
+1,770
+9% +$85.7K 0.31% 57
2021
Q3 		$889K Buy
18,901
+370
+2% +$17.8K 0.29% 58
2021
Q2 		$975K Sell
18,531
-1,364
-7% -$73.4K 0.33% 52
2021
Q1 		$1.09M Buy
19,895
+250
+1% +$12.4K 0.4% 42
2020
Q4 		$783K Buy
19,645
+5,185
+36% +$201K 0.32% 56
2020
Q3 		$519K Buy
14,460
+3,350
+30% +$131K 0.23% 71
2020
Q2 		$471K Sell
11,110
-5
-0% -$212 0.21% 81
2020
Q1 		$509K Buy
11,115
+300
+3% +$15.2K 0.28% 73
2019
Q4 		$638K Sell
10,815
-215
-2% -$12.4K 0.29% 67
2019
Q3 		$610K Buy
11,030
+825
+8% +$44.2K 0.3% 64
2019
Q2 		$558K Buy
10,205
+920
+10% +$48.9K 0.26% 78
2019
Q1 		$587K Sell
9,285
-370
-4% -$25.3K 0.28% 76
2018
Q4 		$660K Buy
9,655
+30
+0.3% +$2.33K 0.34% 55
2018
Q3 		$702K Buy
9,625
+610
+7% +$41.4K 0.31% 63
2018
Q2 		$541K Buy
9,015
+850
+10% +$54.7K 0.26% 86
2018
Q1 		$535K Buy
8,165
+945
+13% +$67.5K 0.26% 90
2017
Q4 		$524K Buy
+7,220
New +$509K 0.26% 89

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buckley Wealth Management's WBA Position: Q3 2024 in Review

Buckley Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 62,985 shares — an estimated $762K sold.

Buckley Wealth Management first reported a position in WBA in Q4 2017 and held it in 27 quarters. The position peaked at $1.09M in Q1 2021. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Buckley Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 62,985 Walgreens Boots Alliance shares in Q3 2024, an estimated $762K.
  • Buckley Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 27 quarters.
  • Buckley Wealth Management's Walgreens Boots Alliance position peaked at $1.09M in Q1 2021.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Buckley Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.