CFA
WBA

Cahill Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Cahill Financial 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
2019
Q2 		– Sell
-5,750
Closed -$364K – 161
2019
Q1 		$364K Buy
5,750
+2
+0% +$137 0.15% 114
2018
Q4 		$393K Sell
5,748
-2
-0% -$155 0.2% 104
2018
Q3 		$420K Buy
5,750
+229
+4% +$15.5K 0.19% 110
2018
Q2 		$332K Buy
+5,521
New +$355K 0.15% 126

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cahill Financial Advisors's WBA Position: Q2 2019 in Review

Cahill Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2019, closing a stake of 5,750 shares — an estimated $364K sold.

Cahill Financial Advisors first reported a position in WBA in Q2 2018 and held it in 4 quarters. The position peaked at $420K in Q3 2018. 1,297 funds tracked by Wall St. Rank hold WBA as of Q2 2019.

  • Cahill Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2019 after selling out during the quarter.
  • Cahill Financial Advisors sold 5,750 Walgreens Boots Alliance shares in Q2 2019, an estimated $364K.
  • Cahill Financial Advisors first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 4 quarters.
  • Cahill Financial Advisors's Walgreens Boots Alliance position peaked at $420K in Q3 2018.
  • 1,297 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2019.

Based on Cahill Financial Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.