Chicago Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Chicago Wealth Management’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	-8,534	Closed	-$295K	–	47
2023 Q1	$295K	Hold	8,534	–	–	0.23%	33
2022 Q4	$319K	Hold	8,534	–	–	0.27%	31
2022 Q3	$268K	Hold	8,534	–	–	0.26%	30
2022 Q2	$323K	Hold	8,534	–	–	0.29%	25
2022 Q1	$382K	Sell	8,534 -900	-10%	-$44.3K	0.26%	35
2021 Q4	$492K	Sell	9,434 -369	-4%	-$17.9K	0.33%	30
2021 Q3	$461K	Hold	9,803	–	–	0.34%	29
2021 Q2	$516K	Sell	9,803 -1,000	-9%	-$53.8K	0.37%	28
2021 Q1	$593K	Hold	10,803	–	–	0.47%	25
2020 Q4	$431K	Hold	10,803	–	–	0.4%	20
2020 Q3	$388K	Hold	10,803	–	–	0.44%	21
2020 Q2	$458K	Sell	10,803 -1	-0%	-$42	0.56%	19
2020 Q1	$494K	Sell	10,804 -1	-0%	-$51	0.58%	9
2019 Q4	$637K	Buy	+10,805	New	+$623K	0.61%	21

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Wealth Management's WBA Position: Q2 2023 in Review

Chicago Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 8,534 shares — an estimated $295K sold.

Chicago Wealth Management first reported a position in WBA in Q4 2019 and held it in 14 quarters. The position peaked at $637K in Q4 2019. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Chicago Wealth Management reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
Chicago Wealth Management sold 8,534 Walgreens Boots Alliance shares in Q2 2023, an estimated $295K.
Chicago Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 14 quarters.
Chicago Wealth Management's Walgreens Boots Alliance position peaked at $637K in Q4 2019.
1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Chicago Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.