CIA
WBA

Citadel Investment Advisory’s Walgreens Boots Alliance WBA Stock Holding History

Citadel Investment Advisory’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
-17,190
Closed -$154K – 83
2024
Q3 		$154K Sell
17,190
-2,625
-13% -$27K 0.08% 76
2024
Q2 		$240K Sell
19,815
-3,200
-14% -$54.3K 0.14% 70
2024
Q1 		$499K Sell
23,015
-804
-3% -$17.9K 0.28% 59
2023
Q4 		$622K Sell
23,819
-870
-4% -$19.4K 0.38% 53
2023
Q3 		$549K Hold
24,689
– – 0.36% 52
2023
Q2 		$703K Sell
24,689
-180
-0.7% -$5.86K 0.45% 43
2023
Q1 		$860K Hold
24,869
– – 0.59% 41
2022
Q4 		$929K Sell
24,869
-340
-1% -$12.8K 0.64% 38
2022
Q3 		$792K Buy
25,209
+750
+3% +$27.8K 0.6% 38
2022
Q2 		$927K Sell
24,459
-2,309
-9% -$99.3K 0.63% 40
2022
Q1 		$1.2M Sell
26,768
-805
-3% -$39.6K 0.7% 38
2021
Q4 		$1.44M Sell
27,573
-81
-0.3% -$3.92K 0.84% 33
2021
Q3 		$1.3M Hold
27,654
– – 0.81% 34
2021
Q2 		$1.46M Sell
27,654
-75
-0.3% -$4.03K 0.9% 31
2021
Q1 		$1.52M Hold
27,729
– – 1% 28
2020
Q4 		$1.11M Buy
+27,729
New +$1.07M 0.79% 32

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

Citadel Investment Advisory's WBA Position: Q4 2024 in Review

Citadel Investment Advisory sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 17,190 shares — an estimated $154K sold.

Citadel Investment Advisory first reported a position in WBA in Q4 2020 and held it in 16 quarters. The position peaked at $1.52M in Q1 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Citadel Investment Advisory reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Citadel Investment Advisory sold 17,190 Walgreens Boots Alliance shares in Q4 2024, an estimated $154K.
  • Citadel Investment Advisory first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 16 quarters.
  • Citadel Investment Advisory's Walgreens Boots Alliance position peaked at $1.52M in Q1 2021.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Citadel Investment Advisory's 13F filing for Q4 2024, filed 24 Jan 2025.