Clear Harbor Asset Management’s Walgreens Boots Alliance WBA Stock Holding History

Clear Harbor Asset 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
2019 Q1	–	Sell	-5,000	Closed	-$48K	–	267
2018 Q4	$48K	Buy	+5,000	New	+$388K	0.01%	231

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

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Clear Harbor Asset Management's WBA Position: Q3 2023 in Review

Clear Harbor Asset Management sold out of Walgreens Boots Alliance (WBA) in Q3 2023, closing a stake of 13,400 shares — an estimated $382K sold.

Clear Harbor Asset Management first reported a position in WBA in Q2 2013 and held it in 36 quarters. The position peaked at $6.39M in Q4 2017. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

Clear Harbor Asset Management reported no remaining Walgreens Boots Alliance position as of Q3 2023 after selling out during the quarter.
Clear Harbor Asset Management sold 13,400 Walgreens Boots Alliance shares in Q3 2023, an estimated $382K.
Clear Harbor Asset Management first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 36 quarters.
Clear Harbor Asset Management's Walgreens Boots Alliance position peaked at $6.39M in Q4 2017.
1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Clear Harbor Asset Management's 13F filing for Q3 2023, filed 26 Oct 2023.