CAS
WBA

Coppell Advisory Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-313
Closed -$2.9K – 1856
2024
Q4 		$2.9K Buy
313
+195
+165% +$1.81K ﹤0.01% 1463
2024
Q3 		$1.06K Buy
118
+43
+57% +$442 ﹤0.01% 1567
2024
Q2 		$902 Buy
+75
New +$1.27K ﹤0.01% 1520
2023
Q4 		$3.26K Sell
125
-1,933
-94% -$43.2K ﹤0.01% 1200
2023
Q3 		$76.9K Sell
2,058
-302
-13% -$8.03K 0.03% 245
2023
Q2 		$66.9K Buy
+2,360
New +$76.9K 0.02% 310
2023
Q1 		– Sell
-2,058
Closed -$76.9K – 1079
2022
Q4 		$76.9K Buy
+2,058
New +$77.4K 0.03% 249

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions's WBA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 313 shares — an estimated $2.9K sold.

Coppell Advisory Solutions first reported a position in WBA in Q4 2022 and held it in 7 quarters. The position peaked at $76.9K in Q3 2023. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 313 Walgreens Boots Alliance shares in Q1 2025, an estimated $2.9K.
  • Coppell Advisory Solutions first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Walgreens Boots Alliance position peaked at $76.9K in Q3 2023.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.