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 – 627
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 – 615
2020
Q2 		$3K Buy
+64
New +$2.72K ﹤0.01% 457
2020
Q1 		– Sell
-110
Closed -$6K – 645
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

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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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return