FIM
WBA

Freedom Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Freedom Investment Management’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
2023
Q2 		– Sell
-9,099
Closed -$315K – 781
2023
Q1 		$315K Buy
9,099
+2,992
+49% +$106K 0.04% 538
2022
Q4 		$228K Buy
+6,107
New +$230K 0.03% 634
2021
Q3 		– Sell
-4,371
Closed -$230K – 916
2021
Q2 		$230K Buy
+4,371
New +$235K 0.02% 783
2020
Q3 		– Sell
-14,017
Closed -$594K – 604
2020
Q2 		$594K Sell
14,017
-1,854
-12% -$78.7K 0.06% 234
2020
Q1 		$845K Buy
15,871
+5,038
+47% +$256K 0.07% 217
2019
Q4 		$639K Sell
10,833
-695
-6% -$40.1K 0.06% 289
2019
Q3 		$638K Sell
11,528
-95
-0.8% -$5.09K 0.06% 301
2019
Q2 		$635K Sell
11,623
-3,625
-24% -$193K 0.05% 307
2019
Q1 		$965K Sell
15,248
-8,108
-35% -$554K 0.08% 245
2018
Q4 		$1.6M Buy
23,356
+5,372
+30% +$417K 0.12% 163
2018
Q3 		$1.22M Buy
17,984
+313
+2% +$21.3K 0.08% 277
2018
Q2 		$1.06M Sell
17,671
-1,084
-6% -$69.8K 0.06% 321
2018
Q1 		$1.23M Buy
18,755
+5,751
+44% +$411K 0.06% 310
2017
Q4 		$944K Sell
13,004
-1,820
-12% -$128K 0.05% 387
2017
Q3 		$1.15M Buy
14,824
+1,533
+12% +$123K 0.06% 289
2017
Q2 		$1.04M Buy
+13,291
New +$1.09M 0.06% 302

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Freedom Investment Management's WBA Position: Q2 2023 in Review

Freedom Investment Management sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 9,099 shares — an estimated $315K sold.

Freedom Investment Management first reported a position in WBA in Q2 2017 and held it in 16 quarters. The position peaked at $1.6M in Q4 2018. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • Freedom Investment Management reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 9,099 Walgreens Boots Alliance shares in Q2 2023, an estimated $315K.
  • Freedom Investment Management first reported a position in Walgreens Boots Alliance in Q2 2017 and held it in 16 quarters.
  • Freedom Investment Management's Walgreens Boots Alliance position peaked at $1.6M in Q4 2018.
  • 1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.