Guidant Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$652K	Sell	11,792 -106	-0.9%	-$5.68K	0.24%	62
2019 Q2	$650K	Buy	11,898 +10	+0.1%	+$532	0.25%	63
2019 Q1	$752K	Sell	11,888 -2,081	-15%	-$142K	0.29%	60
2018 Q4	$954K	Sell	13,969 -397	-3%	-$30.8K	0.45%	46
2018 Q3	$1.04M	Sell	14,366 -131	-0.9%	-$8.89K	0.43%	28
2018 Q2	$886K	Buy	14,497 +28	+0.2%	+$1.8K	0.39%	28
2018 Q1	$913K	Buy	14,469 +6	+0%	+$429	0.41%	27
2017 Q4	$1.07M	Buy	14,463 +7	+0%	+$493	0.48%	27
2017 Q3	$1.02M	Sell	14,456 -3,406	-19%	-$273K	0.73%	23
2017 Q2	$1.38M	Buy	17,862 +3,206	+22%	+$264K	0.71%	37
2017 Q1	$1.19M	Buy	14,656 +4,549	+45%	+$381K	0.62%	38
2016 Q4	$853K	Sell	10,107 -1	-0%	-$83	0.48%	45
2016 Q3	$811K	Buy	+10,108	New	+$824K	0.5%	46

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Guidant Wealth Advisors's WBA Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Walgreens Boots Alliance (WBA) stake by 0.89% in Q3 2019, selling an estimated $5.68K and leaving 11,792 shares worth $652K. The position accounts for 0.24% of the portfolio, ranked #62.

Guidant Wealth Advisors first reported a position in WBA in Q3 2016 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2017. 1,258 funds tracked by Wall St. Rank hold WBA as of Q3 2019.

Guidant Wealth Advisors held 11,792 shares of Walgreens Boots Alliance worth $652K as of Q3 2019.
Guidant Wealth Advisors sold 106 Walgreens Boots Alliance shares in Q3 2019, an estimated $5.68K.
Walgreens Boots Alliance made up 0.24% of Guidant Wealth Advisors's portfolio in Q3 2019, its #62 holding.
Guidant Wealth Advisors first reported a position in Walgreens Boots Alliance in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Walgreens Boots Alliance position peaked at $1.38M in Q2 2017.
1,258 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.