HGERS
WBA

Householder Group Estate & Retirement Specialist’s Walgreens Boots Alliance WBA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Sell
20
-25
-56% -$232 ﹤0.01% 1224
2024
Q3 		$0 Buy
+45
New +$463 ﹤0.01% 1330
2024
Q2 		– Sell
-47
Closed -$1.02K – 1348
2024
Q1 		$1.02K Sell
47
-49
-51% -$1.09K ﹤0.01% 1113
2023
Q4 		$2K Buy
96
+46
+92% +$1.03K ﹤0.01% 1031
2023
Q3 		$1.11K Buy
+50
New +$1.33K ﹤0.01% 1131
2023
Q1 		$13K Buy
+377
New +$13.4K 0.01% 743
2022
Q4 		– Sell
-257
Closed -$8K – 1156
2022
Q3 		$8K Buy
+257
New +$9.52K ﹤0.01% 792

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WBA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Walgreens Boots Alliance (WBA) stake by 56% in Q4 2024, selling an estimated $232 and leaving 20 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Householder Group Estate & Retirement Specialist first reported a position in WBA in Q3 2022 and has held it in 7 quarters since. The position peaked at $13K in Q1 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 20 shares of Walgreens Boots Alliance worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 25 Walgreens Boots Alliance shares in Q4 2024, an estimated $232.
  • Walgreens Boots Alliance made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1224 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Walgreens Boots Alliance in Q3 2022 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Walgreens Boots Alliance position peaked at $13K in Q1 2023.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.