HFP
WBA

Holistic Financial Partners’s Walgreens Boots Alliance WBA Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-810
Closed -$53K – 360
2018
Q1 		$53K Hold
810
– – 0.04% 189
2017
Q4 		$59K Buy
+810
New +$57.1K 0.05% 178

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State Street
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Wellington Management Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Holistic Financial Partners's WBA Position: Q2 2018 in Review

Holistic Financial Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2018, closing a stake of 810 shares — an estimated $53K sold.

Holistic Financial Partners first reported a position in WBA in Q4 2017 and held it in 2 quarters. The position peaked at $59K in Q4 2017. 1,303 funds tracked by Wall St. Rank hold WBA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Walgreens Boots Alliance position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 810 Walgreens Boots Alliance shares in Q2 2018, an estimated $53K.
  • Holistic Financial Partners first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Walgreens Boots Alliance position peaked at $59K in Q4 2017.
  • 1,303 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.