EI
WBA

Ellevest Inc’s Walgreens Boots Alliance WBA Stock Holding History

Ellevest Inc’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
-238
Closed -$8.23K – 1630
2023
Q1 		$8.23K Buy
+238
New +$8.45K ﹤0.01% 1083
2022
Q3 		– Sell
-88
Closed -$3K – 1899
2022
Q2 		$3K Hold
88
– – ﹤0.01% 1123
2022
Q1 		$4K Hold
88
– – ﹤0.01% 1103
2021
Q4 		$5K Hold
88
– – ﹤0.01% 1020
2021
Q3 		$4K Hold
88
– – ﹤0.01% 1036
2021
Q2 		$5K Sell
88
-66
-43% -$3.55K ﹤0.01% 908
2021
Q1 		$8K Sell
154
-2,029
-93% -$100K ﹤0.01% 830
2020
Q4 		$87K Sell
2,183
-113
-5% -$4.38K 0.01% 342
2020
Q3 		$82K Buy
2,296
+770
+50% +$30.1K 0.01% 304
2020
Q2 		$65K Buy
1,526
+703
+85% +$29.9K 0.01% 322
2020
Q1 		$38K Buy
823
+640
+350% +$32.5K 0.01% 291
2019
Q4 		$11K Buy
+183
New +$10.5K ﹤0.01% 521

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Geode Capital Management
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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return