FPFS
WBA

First Personal Financial Services’s Walgreens Boots Alliance WBA Stock Holding History

First Personal Financial Services’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 		$18K Sell
2,009
-1,291
-39% -$13.3K ﹤0.01% 265
2024
Q2 		$39.9K Buy
3,300
+1,500
+83% +$25.4K 0.01% 204
2024
Q1 		$39K Buy
1,800
+1,300
+260% +$28.9K 0.01% 199
2023
Q4 		$13.1K Sell
500
-1,200
-71% -$26.8K ﹤0.01% 287
2023
Q3 		$37.8K Buy
+1,700
New +$45.2K 0.01% 219
2023
Q1 		– Sell
-228
Closed -$8.51K – 436
2022
Q4 		$8.51K Sell
228
-203
-47% -$7.63K ﹤0.01% 335
2022
Q3 		$14K Hold
431
– – ﹤0.01% 314
2022
Q2 		$16K Buy
431
+228
+112% +$9.8K ﹤0.01% 249
2022
Q1 		$9K Buy
+203
New +$9.98K ﹤0.01% 305
2020
Q1 		– Sell
-40
Closed -$2K – 532
2019
Q4 		$2K Hold
40
– – ﹤0.01% 387
2019
Q3 		$2K Hold
40
– – ﹤0.01% 435
2019
Q2 		$2K Sell
40
-13
-25% -$691 ﹤0.01% 674
2019
Q1 		$3K Buy
+53
New +$3.62K ﹤0.01% 648
2018
Q4 		– Sell
-170
Closed -$12K – 696
2018
Q3 		$12K Sell
170
-168
-50% -$11.4K ﹤0.01% 476
2018
Q2 		$20K Hold
338
– – 0.01% 400
2018
Q1 		$22K Hold
338
– – ﹤0.01% 617
2017
Q4 		$25K Sell
338
-696
-67% -$49K ﹤0.01% 614
2017
Q3 		$80K Sell
1,034
-4,823
-82% -$386K 0.02% 348
2017
Q2 		$459K Buy
5,857
+3,543
+153% +$292K 0.1% 147
2017
Q1 		$192K Sell
2,314
-10
-0.4% -$839 0.05% 199
2016
Q4 		$192K Buy
2,324
+1,417
+156% +$117K 0.05% 194
2016
Q3 		$73K Sell
907
-180
-17% -$14.7K 0.02% 234
2016
Q2 		$91K Buy
1,087
+167
+18% +$13.5K 0.03% 206
2016
Q1 		$78K Buy
+920
New +$73.5K 0.04% 154
2015
Q2 		– Sell
-23
Closed -$2K – 534
2015
Q1 		$2K Hold
23
– – ﹤0.01% 472
2014
Q4 		$1K Buy
+23
New +$1.54K ﹤0.01% 444

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Personal Financial Services's WBA Position: Q3 2024 in Review

First Personal Financial Services reduced its Walgreens Boots Alliance (WBA) stake by 39% in Q3 2024, selling an estimated $13.3K and leaving 2,009 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

First Personal Financial Services first reported a position in WBA in Q4 2014 and has held it in 26 quarters since. The position peaked at $459K in Q2 2017. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • First Personal Financial Services held 2,009 shares of Walgreens Boots Alliance worth $18K as of Q3 2024.
  • First Personal Financial Services sold 1,291 Walgreens Boots Alliance shares in Q3 2024, an estimated $13.3K.
  • Walgreens Boots Alliance made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #265 holding.
  • First Personal Financial Services first reported a position in Walgreens Boots Alliance in Q4 2014 and has held it in 26 quarters since.
  • First Personal Financial Services's Walgreens Boots Alliance position peaked at $459K in Q2 2017.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.