GWM
WBA

Gupta Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Gupta Wealth 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
2016
Q1 		$184K Sell
2,185
-808
-27% -$64.5K 0.04% 258
2015
Q4 		$255K Buy
2,993
+540
+22% +$45.9K 0.06% 213
2015
Q3 		$204K Buy
2,453
+847
+53% +$76.6K 0.05% 244
2015
Q2 		$136K Buy
1,606
+985
+159% +$84.9K 0.03% 303
2015
Q1 		$53K Buy
+621
New +$49.5K 0.02% 398

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gupta Wealth Management's WBA Position: Q1 2016 in Review

Gupta Wealth Management reduced its Walgreens Boots Alliance (WBA) stake by 27% in Q1 2016, selling an estimated $64.5K and leaving 2,185 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #258.

Gupta Wealth Management first reported a position in WBA in Q1 2015 and has held it in 5 quarters since. The position peaked at $255K in Q4 2015. 1,253 funds tracked by Wall St. Rank hold WBA as of Q1 2016.

  • Gupta Wealth Management held 2,185 shares of Walgreens Boots Alliance worth $184K as of Q1 2016.
  • Gupta Wealth Management sold 808 Walgreens Boots Alliance shares in Q1 2016, an estimated $64.5K.
  • Walgreens Boots Alliance made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #258 holding.
  • Gupta Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Walgreens Boots Alliance position peaked at $255K in Q4 2015.
  • 1,253 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.