CWA
WBA

Clarus Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-264
Closed -$14K – 545
2019
Q2 		$14K Hold
264
– – 0.01% 409
2019
Q1 		$17K Hold
264
– – 0.01% 451
2018
Q4 		$18K Hold
264
– – 0.03% 419
2018
Q3 		$19K Buy
264
+49
+23% +$3.33K 0.01% 443
2018
Q2 		$14K Buy
+215
New +$13.8K 0.01% 484

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clarus Wealth Advisors's WBA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2019, closing a stake of 264 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in WBA in Q2 2018 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 1,258 funds tracked by Wall St. Rank hold WBA as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 264 Walgreens Boots Alliance shares in Q3 2019, an estimated $14K.
  • Clarus Wealth Advisors first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Walgreens Boots Alliance position peaked at $19K in Q3 2018.
  • 1,258 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.