Janiczek Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Janiczek Wealth Management’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	$4.29K	Buy	+355	New	+$6.02K	﹤0.01%	758
2023 Q2	–	Sell	-164	Closed	-$5.79K	–	1024
2023 Q1	$5.79K	Sell	164 -71	-30%	-$2.52K	﹤0.01%	649
2022 Q4	$8.62K	Buy	235 +48	+26%	+$1.8K	﹤0.01%	586
2022 Q3	$6K	Buy	187 +181	+3,017%	+$6.71K	﹤0.01%	641
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1079
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1080
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1102
2021 Q3	$0	Buy	+6	New	+$289	﹤0.01%	1037

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Janiczek Wealth Management's WBA Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Walgreens Boots Alliance (WBA) in Q2 2024: 355 shares worth $4.29K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in WBA as recently as Q1 2023.

Janiczek Wealth Management first reported a position in WBA in Q3 2021 and has held it in 8 quarters since. The position peaked at $8.62K in Q4 2022. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

Janiczek Wealth Management held 355 shares of Walgreens Boots Alliance worth $4.29K as of Q2 2024.
Walgreens Boots Alliance was a new Janiczek Wealth Management position in Q2 2024.
Walgreens Boots Alliance made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #758 holding.
Janiczek Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2021 and has held it in 8 quarters since.
Janiczek Wealth Management's Walgreens Boots Alliance position peaked at $8.62K in Q4 2022.
932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.