EWA
WBA

Evolution Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-143
Closed -$7K – 624
2021
Q3 		$7K Hold
143
– – ﹤0.01% 463
2021
Q2 		$8K Hold
143
– – ﹤0.01% 451
2021
Q1 		$8K Hold
143
– – ﹤0.01% 466
2020
Q4 		$6K Buy
+143
New +$5.54K ﹤0.01% 427
2020
Q3 		– Sell
-64
Closed -$3K – 613
2020
Q2 		$3K Buy
+64
New +$2.72K ﹤0.01% 457
2020
Q1 		– Sell
-110
Closed -$6K – 644
2019
Q4 		$6K Buy
110
+25
+29% +$1.44K ﹤0.01% 384
2019
Q3 		$5K Hold
85
– – ﹤0.01% 291
2019
Q2 		$5K Buy
+85
New +$4.52K ﹤0.01% 274

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evolution Wealth Advisors's WBA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 143 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in WBA in Q2 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2021. 1,362 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 143 Walgreens Boots Alliance shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Walgreens Boots Alliance position peaked at $8K in Q2 2021.
  • 1,362 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.