Investors Asset Management of Georgia’s Walgreens Boots Alliance WBA Stock Holding History

Investors Asset Management of Georgia’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
2023 Q2	–	Sell	-6,000	Closed	-$207K	–	171
2023 Q1	$207K	Hold	6,000	–	–	0.11%	154
2022 Q4	$224K	Buy	6,000 +200	+3%	+$7.52K	0.12%	153
2022 Q3	$182K	Hold	5,800	–	–	0.09%	164
2022 Q2	$220K	Buy	5,800 +145	+3%	+$6.23K	0.11%	150
2022 Q1	$253K	Buy	5,655 +530	+10%	+$26.1K	0.13%	152
2021 Q4	$267K	Buy	+5,125	New	+$248K	0.13%	144

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Investors Asset Management of Georgia's WBA Position: Q2 2023 in Review

Investors Asset Management of Georgia sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 6,000 shares — an estimated $207K sold.

Investors Asset Management of Georgia first reported a position in WBA in Q4 2021 and held it in 6 quarters. The position peaked at $267K in Q4 2021. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Investors Asset Management of Georgia reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
Investors Asset Management of Georgia sold 6,000 Walgreens Boots Alliance shares in Q2 2023, an estimated $207K.
Investors Asset Management of Georgia first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 6 quarters.
Investors Asset Management of Georgia's Walgreens Boots Alliance position peaked at $267K in Q4 2021.
1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2023, filed 4 Aug 2023.