EWS
WBA

Evergreen Wealth Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Evergreen Wealth 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
Q2 		– Sell
-11,671
Closed -$253K – 134
2024
Q1 		$253K Buy
11,671
+319
+3% +$7.09K 0.19% 102
2023
Q4 		$296K Buy
+11,352
New +$254K 0.25% 86
2023
Q2 		– Sell
-6,010
Closed -$208K – 110
2023
Q1 		$208K Sell
6,010
-999
-14% -$35.5K 0.24% 96
2022
Q4 		$262K Buy
+7,009
New +$264K 0.35% 77
2022
Q3 		– Sell
-9,453
Closed -$358K – 104
2022
Q2 		$358K Buy
9,453
+68
+0.7% +$2.92K 0.44% 72
2022
Q1 		$420K Buy
9,385
+71
+0.8% +$3.49K 0.41% 57
2021
Q4 		$486K Buy
+9,314
New +$451K 0.44% 52

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $718M AUM 8.19% 1-Year Est. Return