CA
WBA

Centerpoint Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Centerpoint 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
2025
Q1 		– Sell
-1,750
Closed -$16K – 466
2024
Q4 		$16K Hold
1,750
– – 0.01% 306
2024
Q3 		$16K Buy
+1,750
New +$18K 0.01% 316
2024
Q2 		– Sell
-585
Closed -$13K – 480
2024
Q1 		$13K Buy
585
+4
+0.7% +$89 ﹤0.01% 311
2023
Q4 		$15K Buy
581
+9
+2% +$201 0.01% 300
2023
Q3 		$13K Sell
572
-226
-28% -$6.01K 0.01% 313
2023
Q2 		$23K Buy
798
+6
+0.8% +$195 0.01% 228
2023
Q1 		$27K Buy
792
+5
+0.6% +$177 0.01% 221
2022
Q4 		$29K Buy
787
+5
+0.6% +$188 0.01% 179
2022
Q3 		$25K Sell
782
-297
-28% -$11K 0.01% 172
2022
Q2 		$41K Sell
1,079
-8
-0.7% -$344 0.02% 152
2022
Q1 		$49K Sell
1,087
-103
-9% -$5.07K 0.02% 149
2021
Q4 		$62K Buy
1,190
+204
+21% +$9.88K 0.03% 123
2021
Q3 		$46K Buy
986
+275
+39% +$13.3K 0.02% 130
2021
Q2 		$37K Buy
711
+477
+204% +$25.7K 0.02% 140
2021
Q1 		$13K Hold
234
– – 0.01% 158
2020
Q4 		$9K Hold
234
– – 0.01% 174
2020
Q3 		$8K Buy
234
+110
+89% +$4.3K 0.01% 161
2020
Q2 		$5K Buy
+124
New +$5.27K ﹤0.01% 210
2019
Q3 		– Sell
-6,500
Closed -$355K – 285
2019
Q2 		$355K Hold
6,500
– – 0.28% 32
2019
Q1 		$411K Hold
6,500
– – 0.35% 26
2018
Q4 		$444K Hold
6,500
– – 0.42% 25
2018
Q3 		$474K Hold
6,500
– – 0.38% 20
2018
Q2 		$390K Sell
6,500
-3,500
-35% -$225K 0.33% 23
2018
Q1 		$655K Hold
10,000
– – 0.57% 16
2017
Q4 		$726K Buy
+10,000
New +$704K 0.64% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centerpoint Advisors's WBA Position: Q1 2025 in Review

Centerpoint Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 1,750 shares — an estimated $16K sold.

Centerpoint Advisors first reported a position in WBA in Q4 2017 and held it in 25 quarters. The position peaked at $726K in Q4 2017. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Centerpoint Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 1,750 Walgreens Boots Alliance shares in Q1 2025, an estimated $16K.
  • Centerpoint Advisors first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 25 quarters.
  • Centerpoint Advisors's Walgreens Boots Alliance position peaked at $726K in Q4 2017.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.