CI
WBA

Ceera Investments’s Walgreens Boots Alliance WBA Stock Holding History

Ceera Investments’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
Q4 		– Sell
-25,860
Closed -$232K – 108
2024
Q3 		$232K Sell
25,860
-6,330
-20% -$65.1K 0.09% 93
2024
Q2 		$389K Buy
32,190
+105
+0.3% +$1.78K 0.16% 70
2024
Q1 		$696K Buy
32,085
+10,175
+46% +$226K 0.3% 57
2023
Q4 		$572K Sell
21,910
-37,606
-63% -$841K 0.27% 56
2023
Q3 		$1.32M Buy
59,516
+2,985
+5% +$79.4K 0.72% 42
2023
Q2 		$1.61M Buy
56,531
+3,570
+7% +$116K 0.93% 31
2023
Q1 		$1.83M Buy
52,961
+7,912
+18% +$281K 1.17% 28
2022
Q4 		$1.68M Buy
45,049
+1,221
+3% +$45.9K 1.06% 35
2022
Q3 		$1.38M Buy
43,828
+20,963
+92% +$777K 0.91% 39
2022
Q2 		$867K Buy
22,865
+9,885
+76% +$425K 0.5% 47
2022
Q1 		$581K Buy
+12,980
New +$638K 0.29% 49

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ceera Investments's WBA Position: Q4 2024 in Review

Ceera Investments sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 25,860 shares — an estimated $232K sold.

Ceera Investments first reported a position in WBA in Q1 2022 and held it in 11 quarters. The position peaked at $1.83M in Q1 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Ceera Investments reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Ceera Investments sold 25,860 Walgreens Boots Alliance shares in Q4 2024, an estimated $232K.
  • Ceera Investments first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 11 quarters.
  • Ceera Investments's Walgreens Boots Alliance position peaked at $1.83M in Q1 2023.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Ceera Investments's 13F filing for Q4 2024, filed 7 Feb 2025.