Heritage Wealth Management (Arizona)’s Walgreens Boots Alliance WBA Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$2.24K	Buy	60 +30	+100%	+$1.13K	﹤0.01%	970
2022 Q3	$1K	Buy	+30	New	+$1.11K	﹤0.01%	989
2022 Q2	–	Sell	-43	Closed	-$2K	–	1068
2022 Q1	$2K	Buy	+43	New	+$2.12K	﹤0.01%	918
2021 Q3	$2K	Hold	43	–	–	﹤0.01%	834
2021 Q2	$2K	Buy	+43	New	+$2.31K	﹤0.01%	844

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s WBA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Walgreens Boots Alliance (WBA) stake by 100% in Q4 2022, buying an estimated $1.13K and bringing the position to 60 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Heritage Wealth Management (Arizona) first reported a position in WBA in Q2 2021 and has held it in 5 quarters since. 1,276 funds tracked by Wall St. Rank hold WBA as of Q4 2022.

Heritage Wealth Management (Arizona) held 60 shares of Walgreens Boots Alliance worth $2.24K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 30 Walgreens Boots Alliance shares in Q4 2022, an estimated $1.13K.
Walgreens Boots Alliance made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #970 holding.
Heritage Wealth Management (Arizona) first reported a position in Walgreens Boots Alliance in Q2 2021 and has held it in 5 quarters since.
1,276 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.