Cypress Wealth Services’s Walgreens Boots Alliance WBA Stock Holding History

Cypress Wealth Services’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
2020 Q3	–	Sell	-33,302	Closed	-$1.41M	–	503
2020 Q2	$1.41M	Buy	33,302 +2	+0%	+$85	0.34%	72
2020 Q1	$1.52M	Buy	33,300 +309	+0.9%	+$15.7K	0.45%	66
2019 Q4	$1.95M	Buy	32,991 +88	+0.3%	+$5.07K	0.49%	62
2019 Q3	$1.82M	Sell	32,903 -160	-0.5%	-$8.57K	0.5%	66
2019 Q2	$1.81M	Sell	33,063 -147	-0.4%	-$7.82K	0.52%	58
2019 Q1	$2.1M	Sell	33,210 -60	-0.2%	-$4.1K	0.67%	46
2018 Q4	$2.27M	Buy	33,270 +24	+0.1%	+$1.86K	0.9%	34
2018 Q3	$2.42M	Buy	33,246 +1	+0%	+$68	0.87%	36
2018 Q2	$2M	Buy	33,245 +130	+0.4%	+$8.37K	0.76%	39
2018 Q1	$2.17M	Sell	33,115 -223	-0.7%	-$15.9K	0.93%	34
2017 Q4	$2.42M	Buy	+33,338	New	+$2.35M	1.01%	31

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cypress Wealth Services's WBA Position: Q3 2020 in Review

Cypress Wealth Services sold out of Walgreens Boots Alliance (WBA) in Q3 2020, closing a stake of 33,302 shares — an estimated $1.41M sold.

Cypress Wealth Services first reported a position in WBA in Q4 2017 and held it in 11 quarters. The position peaked at $2.42M in Q3 2018. 1,133 funds tracked by Wall St. Rank hold WBA as of Q3 2020.

Cypress Wealth Services reported no remaining Walgreens Boots Alliance position as of Q3 2020 after selling out during the quarter.
Cypress Wealth Services sold 33,302 Walgreens Boots Alliance shares in Q3 2020, an estimated $1.41M.
Cypress Wealth Services first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 11 quarters.
Cypress Wealth Services's Walgreens Boots Alliance position peaked at $2.42M in Q3 2018.
1,133 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.