FFA
WBA

Freedman Financial Associates’s Walgreens Boots Alliance WBA Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-1,351
Closed -$59K – 432
2022
Q1 		$59K Hold
1,351
– – 0.04% 179
2021
Q4 		$70K Sell
1,351
-350
-21% -$16.9K 0.05% 160
2021
Q3 		$80K Hold
1,701
– – 0.06% 140
2021
Q2 		$89K Hold
1,701
– – 0.07% 122
2021
Q1 		$93K Sell
1,701
-140
-8% -$6.92K 0.08% 113
2020
Q4 		$73K Buy
+1,841
New +$71.3K 0.07% 133

Other funds holding WBA

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's WBA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 1,351 shares — an estimated $59K sold.

Freedman Financial Associates first reported a position in WBA in Q4 2020 and held it in 6 quarters. The position peaked at $93K in Q1 2021. 1,289 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

  • Freedman Financial Associates reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,351 Walgreens Boots Alliance shares in Q2 2022, an estimated $59K.
  • Freedman Financial Associates first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Walgreens Boots Alliance position peaked at $93K in Q1 2021.
  • 1,289 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.