Envestnet Portfolio Solutions
WBA

Envestnet Portfolio Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-17,975
Closed -$161K – 1801
2024
Q3 		$161K Sell
17,975
-4,013
-18% -$41.3K ﹤0.01% 1665
2024
Q2 		$266K Buy
21,988
+713
+3% +$12.1K ﹤0.01% 1445
2024
Q1 		$461K Buy
21,275
+565
+3% +$12.6K ﹤0.01% 1156
2023
Q4 		$541K Buy
+20,710
New +$463K ﹤0.01% 1013

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Portfolio Solutions's WBA Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 17,975 shares — an estimated $161K sold.

Envestnet Portfolio Solutions first reported a position in WBA in Q4 2023 and held it in 4 quarters. The position peaked at $541K in Q4 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 17,975 Walgreens Boots Alliance shares in Q4 2024, an estimated $161K.
  • Envestnet Portfolio Solutions first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Walgreens Boots Alliance position peaked at $541K in Q4 2023.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.