CSIA
WBA

Carl Stuart Investment Advisor’s Walgreens Boots Alliance WBA Stock Holding History

Carl Stuart Investment Advisor’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
2023
Q2 		– Sell
-700
Closed -$415K – 49
2023
Q1 		$415K Buy
+700
New +$24.8K 0.4% 18
2022
Q2 		– Sell
-1,500
Closed -$67.2K – 97
2022
Q1 		$67.2K Buy
+1,500
New +$73.8K 0.05% 59

Other funds holding WBA

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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carl Stuart Investment Advisor's WBA Position: Q2 2023 in Review

Carl Stuart Investment Advisor sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 700 shares — an estimated $415K sold.

Carl Stuart Investment Advisor first reported a position in WBA in Q1 2022 and held it in 2 quarters. The position peaked at $415K in Q1 2023. 1,147 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • Carl Stuart Investment Advisor reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 700 Walgreens Boots Alliance shares in Q2 2023, an estimated $415K.
  • Carl Stuart Investment Advisor first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 2 quarters.
  • Carl Stuart Investment Advisor's Walgreens Boots Alliance position peaked at $415K in Q1 2023.
  • 1,147 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2023, filed 19 Jul 2023.