FGC
WBA

Financial Gravity Companies’s Walgreens Boots Alliance WBA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$59K Buy
+815
New +$63.2K 0.05% 288
2018
Q1 		$90K Buy
1,421
+210
+17% +$15K 0.09% 207
2017
Q4 		$91K Buy
+1,211
New +$85.3K 0.1% 194

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Companies's WBA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Walgreens Boots Alliance (WBA) in Q4 2018: 815 shares worth $59K. The stake represents 0.05% of the portfolio and ranks #288 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WBA as recently as Q1 2018.

Financial Gravity Companies first reported a position in WBA in Q4 2017 and has held it in 3 quarters since. The position peaked at $91K in Q4 2017. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

  • Financial Gravity Companies held 815 shares of Walgreens Boots Alliance worth $59K as of Q4 2018.
  • Walgreens Boots Alliance was a new Financial Gravity Companies position in Q4 2018.
  • Walgreens Boots Alliance made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #288 holding.
  • Financial Gravity Companies first reported a position in Walgreens Boots Alliance in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Walgreens Boots Alliance position peaked at $91K in Q4 2017.
  • 1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.