EW
WBA

Evoke Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-958
Closed -$30K – 1133
2022
Q3 		$30K Sell
958
-36
-4% -$1.33K ﹤0.01% 592
2022
Q2 		$38K Sell
994
-1,232
-55% -$53K ﹤0.01% 554
2022
Q1 		$100K Buy
2,226
+47
+2% +$2.31K ﹤0.01% 436
2021
Q4 		$114K Sell
2,179
-670
-24% -$32.4K ﹤0.01% 427
2021
Q3 		$134K Hold
2,849
– – 0.01% 389
2021
Q2 		$150K Sell
2,849
-33
-1% -$1.77K 0.01% 392
2021
Q1 		$158K Buy
2,882
+670
+30% +$33.1K 0.01% 332
2020
Q4 		$88K Buy
2,212
+996
+82% +$38.6K 0.01% 314
2020
Q3 		$44K Sell
1,216
-99
-8% -$3.87K ﹤0.01% 376
2020
Q2 		$56K Sell
1,315
-27
-2% -$1.15K 0.01% 339
2020
Q1 		$61.4K Sell
1,342
-19,058
-93% -$967K 0.01% 323
2019
Q4 		$1.2M Sell
20,400
-35,764
-64% -$2.06M 0.15% 59
2019
Q3 		$3.11M Buy
+56,164
New +$3.01M 0.38% 33

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's WBA Position: Q4 2022 in Review

Evoke Wealth sold out of Walgreens Boots Alliance (WBA) in Q4 2022, closing a stake of 958 shares — an estimated $30K sold.

Evoke Wealth first reported a position in WBA in Q3 2019 and held it in 13 quarters. The position peaked at $3.11M in Q3 2019. 1,276 funds tracked by Wall St. Rank hold WBA as of Q4 2022.

  • Evoke Wealth reported no remaining Walgreens Boots Alliance position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 958 Walgreens Boots Alliance shares in Q4 2022, an estimated $30K.
  • Evoke Wealth first reported a position in Walgreens Boots Alliance in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Walgreens Boots Alliance position peaked at $3.11M in Q3 2019.
  • 1,276 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.