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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Evergreen Wealth Solutions's WBA Position: Q2 2024 in Review

Evergreen Wealth Solutions sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 11,671 shares — an estimated $253K sold.

Evergreen Wealth Solutions first reported a position in WBA in Q4 2021 and held it in 7 quarters. The position peaked at $486K in Q4 2021. 933 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Evergreen Wealth Solutions reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 11,671 Walgreens Boots Alliance shares in Q2 2024, an estimated $253K.
  • Evergreen Wealth Solutions first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 7 quarters.
  • Evergreen Wealth Solutions's Walgreens Boots Alliance position peaked at $486K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.