Claris Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Claris 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
2024 Q4	–	Sell	-1,059	Closed	-$9.49K	–	1147
2024 Q3	$9.49K	Buy	+1,059	New	+$10.9K	﹤0.01%	230

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Claris Advisors's WBA Position: Q4 2024 in Review

Claris Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 1,059 shares — an estimated $9.49K sold.

Claris Advisors first reported a position in WBA in Q3 2024 and held it in 1 quarter. The position peaked at $9.49K in Q3 2024. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

Claris Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1,059 Walgreens Boots Alliance shares in Q4 2024, an estimated $9.49K.
Claris Advisors first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 1 quarter.
Claris Advisors's Walgreens Boots Alliance position peaked at $9.49K in Q3 2024.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

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