Graves Light Lenhart Wealth’s Walgreens Boots Alliance WBA Stock Holding History

Graves Light Lenhart Wealth’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	-209	Closed	-$9K	–	700
2022 Q1	$9K	Hold	209	–	–	﹤0.01%	552
2021 Q4	$11K	Hold	209	–	–	﹤0.01%	596
2021 Q3	$10K	Hold	209	–	–	﹤0.01%	564
2021 Q2	$11K	Hold	209	–	–	﹤0.01%	552
2021 Q1	$11K	Hold	209	–	–	﹤0.01%	564
2020 Q4	$8K	Buy	+209	New	+$8.1K	﹤0.01%	576

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Graves Light Lenhart Wealth's WBA Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 209 shares — an estimated $9K sold.

Graves Light Lenhart Wealth first reported a position in WBA in Q4 2020 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 1,288 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 209 Walgreens Boots Alliance shares in Q2 2022, an estimated $9K.
Graves Light Lenhart Wealth first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Walgreens Boots Alliance position peaked at $11K in Q4 2021.
1,288 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.