Hixon Zuercher’s Walgreens Boots Alliance WBA Stock Holding History

Hixon Zuercher’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
2023 Q2	–	Sell	-6,356	Closed	-$220K	–	62
2023 Q1	$220K	Buy	6,356 +88	+1%	+$3.12K	0.13%	54
2022 Q4	$234K	Buy	+6,268	New	+$236K	0.14%	56
2022 Q3	–	Sell	-6,114	Closed	-$232K	–	59
2022 Q2	$232K	Buy	6,114 +68	+1%	+$2.92K	0.15%	54
2022 Q1	$271K	Buy	6,046 +59	+1%	+$2.9K	0.15%	54
2021 Q4	$312K	Buy	5,987 +59	+1%	+$2.86K	0.16%	59
2021 Q3	$279K	Buy	5,928 +55	+0.9%	+$2.65K	0.16%	55
2021 Q2	$309K	Buy	5,873 +50	+0.9%	+$2.69K	0.19%	53
2021 Q1	$320K	Buy	5,823 +54	+0.9%	+$2.67K	0.21%	48
2020 Q4	$230K	Buy	5,769 +64	+1%	+$2.48K	0.16%	56
2020 Q3	$205K	Buy	5,705 +74	+1%	+$2.89K	0.16%	56
2020 Q2	$239K	Buy	5,631 +57	+1%	+$2.42K	0.21%	48
2020 Q1	$255K	Buy	5,574 +52	+0.9%	+$2.64K	0.37%	33
2019 Q4	$326K	Buy	+5,522	New	+$318K	0.31%	45

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Hixon Zuercher's WBA Position: Q2 2023 in Review

Hixon Zuercher sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 6,356 shares — an estimated $220K sold.

Hixon Zuercher first reported a position in WBA in Q4 2019 and held it in 13 quarters. The position peaked at $326K in Q4 2019. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Hixon Zuercher reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
Hixon Zuercher sold 6,356 Walgreens Boots Alliance shares in Q2 2023, an estimated $220K.
Hixon Zuercher first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 13 quarters.
Hixon Zuercher's Walgreens Boots Alliance position peaked at $326K in Q4 2019.
1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Hixon Zuercher's 13F filing for Q2 2023, filed 17 Jul 2023.