Insigneo Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Insigneo Advisory Services’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 Q1	–	Sell	-8,208	Closed	-$214K	–	512
2023 Q4	$214K	Buy	+8,208	New	+$183K	0.03%	405
2023 Q3	–	Sell	-9,411	Closed	-$268K	–	401
2023 Q2	$268K	Buy	+9,411	New	+$307K	0.05%	303
2023 Q1	–	Sell	-7,767	Closed	-$290K	–	297
2022 Q4	$290K	Buy	+7,767	New	+$292K	0.11%	192

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Insigneo Advisory Services's WBA Position: Q1 2024 in Review

Insigneo Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 8,208 shares — an estimated $214K sold.

Insigneo Advisory Services first reported a position in WBA in Q4 2022 and held it in 3 quarters. The position peaked at $290K in Q4 2022. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

Insigneo Advisory Services reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
Insigneo Advisory Services sold 8,208 Walgreens Boots Alliance shares in Q1 2024, an estimated $214K.
Insigneo Advisory Services first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 3 quarters.
Insigneo Advisory Services's Walgreens Boots Alliance position peaked at $290K in Q4 2022.
995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on Insigneo Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.