FPGT
WBA

Financial Partners Group (Tennessee)’s Walgreens Boots Alliance WBA Stock Holding History

Financial Partners Group (Tennessee)’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
2024
Q3 		– Sell
-87,577
Closed -$1.06M – 101
2024
Q2 		$1.06M Buy
87,577
+29,260
+50% +$496K 0.41% 56
2024
Q1 		$1.26M Buy
58,317
+2,021
+4% +$44.9K 0.49% 49
2023
Q4 		$1.47M Buy
56,296
+6,816
+14% +$152K 0.66% 36
2023
Q3 		$1.1M Buy
49,480
+18,782
+61% +$499K 0.53% 44
2023
Q2 		$875K Buy
+30,698
New +$1M 0.44% 50

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Group (Tennessee)'s WBA Position: Q3 2024 in Review

Financial Partners Group (Tennessee) sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 87,577 shares — an estimated $1.06M sold.

Financial Partners Group (Tennessee) first reported a position in WBA in Q2 2023 and held it in 5 quarters. The position peaked at $1.47M in Q4 2023. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Financial Partners Group (Tennessee) reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 87,577 Walgreens Boots Alliance shares in Q3 2024, an estimated $1.06M.
  • Financial Partners Group (Tennessee) first reported a position in Walgreens Boots Alliance in Q2 2023 and held it in 5 quarters.
  • Financial Partners Group (Tennessee)'s Walgreens Boots Alliance position peaked at $1.47M in Q4 2023.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q3 2024, filed 23 Oct 2024.