HFA
WBA

Huber Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Huber Financial Advisors’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
2019
Q4 		– Sell
-1,000
Closed -$55K – 126
2019
Q3 		$55K Buy
+1,000
New +$53.6K 0.02% 117

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Huber Financial Advisors's WBA Position: Q1 2020 in Review

Huber Financial Advisors reduced its Walgreens Boots Alliance (WBA) stake by 4.2% in Q1 2020, selling an estimated $32.2K and leaving 14,321 shares worth $655K. The position accounts for 0.25% of the portfolio, ranked #51.

Huber Financial Advisors first reported a position in WBA in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.13M in Q3 2018. 1,262 funds tracked by Wall St. Rank hold WBA as of Q1 2020.

  • Huber Financial Advisors held 14,321 shares of Walgreens Boots Alliance worth $655K as of Q1 2020.
  • Huber Financial Advisors sold 635 Walgreens Boots Alliance shares in Q1 2020, an estimated $32.2K.
  • Walgreens Boots Alliance made up 0.25% of Huber Financial Advisors's portfolio in Q1 2020, its #51 holding.
  • Huber Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2017 and has held it in 10 quarters since.
  • Huber Financial Advisors's Walgreens Boots Alliance position peaked at $1.13M in Q3 2018.
  • 1,262 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.