GKWIM
WBA

Gerber Kawasaki Wealth & Investment Management’s Walgreens Boots Alliance WBA Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-994
Closed -$46K – 1113
2021
Q3 		$46K Buy
+994
New +$47.9K 0.01% 335

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's WBA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 994 shares — an estimated $46K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WBA in Q3 2021 and held it in 1 quarter. The position peaked at $46K in Q3 2021. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 994 Walgreens Boots Alliance shares in Q4 2021, an estimated $46K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Walgreens Boots Alliance in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Walgreens Boots Alliance position peaked at $46K in Q3 2021.
  • 1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.