JIP
WBA

Jaffetilchin Investment Partners’s Walgreens Boots Alliance WBA Stock Holding History

Jaffetilchin Investment 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
-143
Closed -$1.28K – 1300
2024
Q3 		$1.28K Buy
+143
New +$1.47K ﹤0.01% 1224
2022
Q2 		– Sell
-6,752
Closed -$291K – 347
2022
Q1 		$291K Buy
+6,752
New +$332K 0.03% 267
2017
Q4 		– Sell
-4,761
Closed -$368K – 303
2017
Q3 		$368K Buy
+4,761
New +$382K 0.09% 209
2016
Q1 		– Sell
-4,393
Closed -$374K – 245
2015
Q4 		$374K Buy
+4,393
New +$373K 0.12% 115

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jaffetilchin Investment Partners's WBA Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 143 shares — an estimated $1.28K sold.

Jaffetilchin Investment Partners first reported a position in WBA in Q4 2015 and held it in 4 quarters. The position peaked at $374K in Q4 2015. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 143 Walgreens Boots Alliance shares in Q4 2024, an estimated $1.28K.
  • Jaffetilchin Investment Partners first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Walgreens Boots Alliance position peaked at $374K in Q4 2015.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.