Burt Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Burt 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
2021 Q1	–	Sell	-448	Closed	-$18K	–	368
2020 Q4	$18K	Hold	448	–	–	0.01%	249
2020 Q3	$16K	Hold	448	–	–	0.01%	255
2020 Q2	$19K	Sell	448 -100	-18%	-$4.25K	0.01%	236
2020 Q1	$25K	Hold	548	–	–	0.01%	210
2019 Q4	$32K	Hold	548	–	–	0.01%	204
2019 Q3	$30K	Hold	548	–	–	0.01%	204
2019 Q2	$30K	Hold	548	–	–	0.01%	202
2019 Q1	$35K	Hold	548	–	–	0.02%	198
2018 Q4	$37K	Hold	548	–	–	0.02%	190
2018 Q3	$40K	Sell	548 -100	-15%	-$6.79K	0.02%	196
2018 Q2	$39K	Hold	648	–	–	0.02%	194
2018 Q1	$42K	Hold	648	–	–	0.02%	196
2017 Q4	$47K	Buy	648 +100	+18%	+$7.04K	0.03%	186
2017 Q3	$42K	Hold	548	–	–	0.03%	188
2017 Q2	$42K	Hold	548	–	–	0.03%	199
2017 Q1	$46K	Hold	548	–	–	0.03%	174
2016 Q4	$45K	Hold	548	–	–	0.04%	176
2016 Q3	$44K	Hold	548	–	–	0.05%	166
2016 Q2	$45K	Sell	548 -327	-37%	-$26.4K	0.05%	162
2016 Q1	$74K	Buy	875 +775	+775%	+$61.9K	0.07%	136
2015 Q4	$8K	Hold	100	–	–	0.01%	314
2015 Q3	$8K	Hold	100	–	–	0.01%	279
2015 Q2	$8K	Hold	100	–	–	0.01%	291
2015 Q1	$8K	Hold	100	–	–	0.01%	261
2014 Q4	$8K	Buy	+100	New	+$6.68K	0.01%	255

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Burt Wealth Advisors's WBA Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2021, closing a stake of 448 shares — an estimated $18K sold.

Burt Wealth Advisors first reported a position in WBA in Q4 2014 and held it in 25 quarters. The position peaked at $74K in Q1 2016. 1,291 funds tracked by Wall St. Rank hold WBA as of Q1 2021.

Burt Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 448 Walgreens Boots Alliance shares in Q1 2021, an estimated $18K.
Burt Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Walgreens Boots Alliance position peaked at $74K in Q1 2016.
1,291 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.