IF
WBA

Insight Folios’s Walgreens Boots Alliance WBA Stock Holding History

Insight Folios’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
Q2 		– Sell
-10,840
Closed -$235K – 120
2024
Q1 		$235K Buy
10,840
+1,200
+12% +$26.7K 0.1% 110
2023
Q4 		$252K Buy
9,640
+525
+6% +$11.7K 0.11% 102
2023
Q3 		$203K Buy
9,115
+295
+3% +$7.84K 0.1% 105
2023
Q2 		$251K Buy
8,820
+351
+4% +$11.4K 0.11% 103
2023
Q1 		$293K Buy
8,469
+385
+5% +$13.7K 0.13% 88
2022
Q4 		$302K Buy
8,084
+376
+5% +$14.1K 0.14% 84
2022
Q3 		$242K Buy
7,708
+997
+15% +$36.9K 0.12% 92
2022
Q2 		$254K Buy
6,711
+69
+1% +$2.97K 0.12% 98
2022
Q1 		$297K Buy
6,642
+646
+11% +$31.8K 0.13% 103
2021
Q4 		$313K Buy
5,996
+281
+5% +$13.6K 0.15% 98
2021
Q3 		$269K Buy
5,715
+845
+17% +$40.8K 0.15% 86
2021
Q2 		$256K Buy
+4,870
New +$262K 0.15% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Insight Folios's WBA Position: Q2 2024 in Review

Insight Folios sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 10,840 shares — an estimated $235K sold.

Insight Folios first reported a position in WBA in Q2 2021 and held it in 12 quarters. The position peaked at $313K in Q4 2021. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Insight Folios reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
  • Insight Folios sold 10,840 Walgreens Boots Alliance shares in Q2 2024, an estimated $235K.
  • Insight Folios first reported a position in Walgreens Boots Alliance in Q2 2021 and held it in 12 quarters.
  • Insight Folios's Walgreens Boots Alliance position peaked at $313K in Q4 2021.
  • 932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Insight Folios's 13F filing for Q2 2024, filed 18 Jul 2024.