CWP
WBA

Cyndeo Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Cyndeo Wealth Partners’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
2023
Q2 		– Sell
-10,565
Closed -$365K – 353
2023
Q1 		$365K Sell
10,565
-2,370
-18% -$84.1K 0.04% 241
2022
Q4 		$483K Buy
+12,935
New +$486K 0.06% 220

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 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

Cyndeo Wealth Partners's WBA Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 10,565 shares — an estimated $365K sold.

Cyndeo Wealth Partners first reported a position in WBA in Q4 2022 and held it in 2 quarters. The position peaked at $483K in Q4 2022. 1,147 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 10,565 Walgreens Boots Alliance shares in Q2 2023, an estimated $365K.
  • Cyndeo Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Walgreens Boots Alliance position peaked at $483K in Q4 2022.
  • 1,147 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.