Founders Financial Alliance’s Walgreens Boots Alliance WBA Stock Holding History

Founders Financial Alliance’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
2022 Q3	–	Sell	-7,143	Closed	-$271K	–	555
2022 Q2	$271K	Buy	7,143 +1,387	+24%	+$59.6K	0.14%	164
2022 Q1	$258K	Hold	5,756	–	–	0.11%	175
2021 Q4	$300K	Buy	5,756 +73	+1%	+$3.54K	0.12%	180
2021 Q3	$267K	Sell	5,683 -170	-3%	-$8.2K	0.12%	174
2021 Q2	$308K	Buy	5,853 +130	+2%	+$6.99K	0.14%	166
2021 Q1	$309K	Buy	5,723 +4	+0.1%	+$198	0.15%	155
2020 Q4	$229K	Sell	5,719 -96	-2%	-$3.72K	0.13%	176
2020 Q3	$209K	Buy	+5,815	New	+$227K	0.12%	154

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Founders Financial Alliance's WBA Position: Q3 2022 in Review

Founders Financial Alliance sold out of Walgreens Boots Alliance (WBA) in Q3 2022, closing a stake of 7,143 shares — an estimated $271K sold.

Founders Financial Alliance first reported a position in WBA in Q3 2020 and held it in 8 quarters. The position peaked at $309K in Q1 2021. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

Founders Financial Alliance reported no remaining Walgreens Boots Alliance position as of Q3 2022 after selling out during the quarter.
Founders Financial Alliance sold 7,143 Walgreens Boots Alliance shares in Q3 2022, an estimated $271K.
Founders Financial Alliance first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 8 quarters.
Founders Financial Alliance's Walgreens Boots Alliance position peaked at $309K in Q1 2021.
1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.