CWA
WBA

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

Clearview 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
2021
Q4 		– Sell
-100
Closed -$5K – 740
2021
Q3 		$5K Buy
+100
New +$4.82K ﹤0.01% 509
2021
Q1 		– Sell
-25
Closed -$1K – 650
2020
Q4 		$1K Buy
+25
New +$968 ﹤0.01% 556

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's WBA Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 100 shares — an estimated $5K sold.

Clearview Wealth Advisors first reported a position in WBA in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Walgreens Boots Alliance shares in Q4 2021, an estimated $5K.
  • Clearview Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 2 quarters.
  • Clearview Wealth Advisors's Walgreens Boots Alliance position peaked at $5K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.