IAG Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

IAG Wealth 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
2024 Q4	–	Sell	-6,165	Closed	-$55.2K	–	546
2024 Q3	$55.2K	Hold	6,165	–	–	0.01%	177
2024 Q2	$74.6K	Hold	6,165	–	–	0.02%	145
2024 Q1	$134K	Hold	6,165	–	–	0.03%	105
2023 Q4	$161K	Hold	6,165	–	–	0.04%	95
2023 Q3	$137K	Sell	6,165 -50	-0.8%	-$1.33K	0.04%	95
2023 Q2	$177K	Hold	6,215	–	–	0.05%	91
2023 Q1	$215K	Hold	6,215	–	–	0.06%	75
2022 Q4	$232K	Buy	6,215 +6,165	+12,330%	+$232K	0.07%	62
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	402
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	392
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	409
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	370
2021 Q3	$3K	Sell	50 -100	-67%	-$4.82K	﹤0.01%	353
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	289
2021 Q1	$9K	Hold	150	–	–	﹤0.01%	277
2020 Q4	$6K	Sell	150 -84	-36%	-$3.25K	﹤0.01%	292
2020 Q3	$9K	Hold	234	–	–	﹤0.01%	240
2020 Q2	$10K	Buy	234 +84	+56%	+$3.57K	﹤0.01%	230
2020 Q1	$7K	Sell	150 -84	-36%	-$4.26K	﹤0.01%	253
2019 Q4	$14K	Buy	+234	New	+$13.5K	0.01%	219

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IAG Wealth Partners's WBA Position: Q4 2024 in Review

IAG Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 6,165 shares — an estimated $55.2K sold.

IAG Wealth Partners first reported a position in WBA in Q4 2019 and held it in 20 quarters. The position peaked at $232K in Q4 2022. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

IAG Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 6,165 Walgreens Boots Alliance shares in Q4 2024, an estimated $55.2K.
IAG Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 20 quarters.
IAG Wealth Partners's Walgreens Boots Alliance position peaked at $232K in Q4 2022.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.