IIC
WBA

Integrated Investment Consultants’s Walgreens Boots Alliance WBA Stock Holding History

Integrated Investment Consultants’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
-52,035
Closed -$52K – 382
2024
Q3 		$52K Buy
+52,035
New +$535K 0.01% 311
2018
Q2 		– Sell
-1,815
Closed -$119K – 698
2018
Q1 		$119K Buy
+1,815
New +$130K 0.05% 291
2017
Q3 		$115K Hold
1,484
– – 0.05% 264
2017
Q2 		$116K Hold
1,484
– – 0.05% 259
2017
Q1 		$123K Hold
1,484
– – 0.06% 236
2016
Q4 		$123K Buy
1,484
+507
+52% +$41.9K 0.06% 226
2016
Q3 		$76K Buy
977
+280
+40% +$22.8K 0.04% 326
2016
Q2 		$58K Hold
697
– – 0.03% 377
2016
Q1 		$57K Buy
+697
New +$55.7K 0.03% 340

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
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

Integrated Investment Consultants's WBA Position: Q4 2024 in Review

Integrated Investment Consultants sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 52,035 shares — an estimated $52K sold.

Integrated Investment Consultants first reported a position in WBA in Q1 2016 and held it in 9 quarters. The position peaked at $123K in Q1 2017. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Integrated Investment Consultants reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 52,035 Walgreens Boots Alliance shares in Q4 2024, an estimated $52K.
  • Integrated Investment Consultants first reported a position in Walgreens Boots Alliance in Q1 2016 and held it in 9 quarters.
  • Integrated Investment Consultants's Walgreens Boots Alliance position peaked at $123K in Q1 2017.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Integrated Investment Consultants's 13F filing for Q4 2024, filed 15 Jan 2025.