Financial Advocates Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Financial Advocates Investment Management’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
2023 Q4	–	Sell	-9,554	Closed	-$212K	–	785
2023 Q3	$212K	Sell	9,554 -537	-5%	-$14.3K	0.02%	639
2023 Q2	$287K	Buy	10,091 +3,510	+53%	+$114K	0.02%	535
2023 Q1	$228K	Sell	6,581 -1,974	-23%	-$70.1K	0.02%	643
2022 Q4	$320K	Buy	+8,555	New	+$322K	0.02%	549
2022 Q3	–	Sell	-5,822	Closed	-$221K	–	842
2022 Q2	$221K	Buy	+5,822	New	+$250K	0.02%	601
2021 Q2	–	Sell	-3,656	Closed	-$201K	–	846
2021 Q1	$201K	Buy	+3,656	New	+$181K	0.01%	714
2018 Q1	–	Sell	-1,823	Closed	-$125K	–	543
2017 Q4	$125K	Buy	+1,823	New	+$128K	0.02%	469

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Financial Advocates Investment Management's WBA Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Walgreens Boots Alliance (WBA) in Q4 2023, closing a stake of 9,554 shares — an estimated $212K sold.

Financial Advocates Investment Management first reported a position in WBA in Q4 2017 and held it in 7 quarters. The position peaked at $320K in Q4 2022. 1,071 funds tracked by Wall St. Rank hold WBA as of Q4 2023.

Financial Advocates Investment Management reported no remaining Walgreens Boots Alliance position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 9,554 Walgreens Boots Alliance shares in Q4 2023, an estimated $212K.
Financial Advocates Investment Management first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 7 quarters.
Financial Advocates Investment Management's Walgreens Boots Alliance position peaked at $320K in Q4 2022.
1,071 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.