CWAF
WBA

Core Wealth Advisors (Florida)’s Walgreens Boots Alliance WBA Stock Holding History

Core Wealth Advisors (Florida)’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
2022
Q1 		– Sell
-1,000
Closed -$52K – 231
2021
Q4 		$52K Buy
+1,000
New +$48.4K 0.03% 87
2021
Q3 		– Sell
-21,891
Closed -$1.15M – 207
2021
Q2 		$1.15M Buy
+21,891
New +$1.18M 0.77% 21

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Core Wealth Advisors (Florida)'s WBA Position: Q1 2022 in Review

Core Wealth Advisors (Florida) sold out of Walgreens Boots Alliance (WBA) in Q1 2022, closing a stake of 1,000 shares — an estimated $52K sold.

Core Wealth Advisors (Florida) first reported a position in WBA in Q2 2021 and held it in 2 quarters. The position peaked at $1.15M in Q2 2021. 1,310 funds tracked by Wall St. Rank hold WBA as of Q1 2022.

  • Core Wealth Advisors (Florida) reported no remaining Walgreens Boots Alliance position as of Q1 2022 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 1,000 Walgreens Boots Alliance shares in Q1 2022, an estimated $52K.
  • Core Wealth Advisors (Florida) first reported a position in Walgreens Boots Alliance in Q2 2021 and held it in 2 quarters.
  • Core Wealth Advisors (Florida)'s Walgreens Boots Alliance position peaked at $1.15M in Q2 2021.
  • 1,310 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2022, filed 16 May 2022.