Crewe Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Crewe 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
2025 Q1	–	Sell	-16	Closed	-$150	–	758
2024 Q4	$150	Buy	+16	New	+$149	﹤0.01%	635
2023 Q4	–	Sell	-12	Closed	-$267	–	699
2023 Q3	$267	Hold	12	–	–	﹤0.01%	429
2023 Q2	$342	Buy	+12	New	+$391	﹤0.01%	666
2023 Q1	–	Sell	-90	Closed	-$3.36K	–	1038
2022 Q4	$3.36K	Sell	90 -272	-75%	-$10.2K	﹤0.01%	754
2022 Q3	$11K	Buy	362 +80	+28%	+$2.96K	﹤0.01%	646
2022 Q2	$11K	Buy	+282	New	+$12.1K	﹤0.01%	582
2019 Q4	–	Sell	-1,009	Closed	-$56K	–	280
2019 Q3	$56K	Hold	1,009	–	–	0.03%	111
2019 Q2	$55K	Buy	1,009 +96	+11%	+$5.1K	0.02%	138
2019 Q1	$58K	Buy	+913	New	+$62.4K	0.02%	117
2018 Q3	–	Sell	-160	Closed	-$10K	–	267
2018 Q2	$10K	Buy	+160	New	+$10.3K	0.01%	215

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Crewe Advisors's WBA Position: Q1 2025 in Review

Crewe Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 16 shares — an estimated $150 sold.

Crewe Advisors first reported a position in WBA in Q2 2018 and held it in 10 quarters. The position peaked at $58K in Q1 2019. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

Crewe Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
Crewe Advisors sold 16 Walgreens Boots Alliance shares in Q1 2025, an estimated $150.
Crewe Advisors first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 10 quarters.
Crewe Advisors's Walgreens Boots Alliance position peaked at $58K in Q1 2019.
852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.