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

JBJ 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
2021 Q4	$3.64M	Buy	69,767 +9,767	+16%	+$473K	0.75%	13
2021 Q3	$2.82M	Hold	60,000	–	–	0.59%	15
2021 Q2	$3.16M	Hold	60,000	–	–	0.65%	14
2021 Q1	$3.29M	Hold	60,000	–	–	0.72%	14
2020 Q4	$2.39M	Hold	60,000	–	–	0.54%	16
2020 Q3	$2.15M	Buy	+60,000	New	+$2.35M	0.56%	16
2019 Q2	–	Sell	-464	Closed	-$29K	–	189
2019 Q1	$29K	Buy	+464	New	+$31.7K	0.01%	130

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JBJ Investment Partners's WBA Position: Q4 2021 in Review

JBJ Investment Partners increased its Walgreens Boots Alliance (WBA) stake by 16% in Q4 2021, buying an estimated $473K and bringing the position to 69,767 shares worth $3.64M. The position accounts for 0.75% of the portfolio, ranked #13.

JBJ Investment Partners first reported a position in WBA in Q1 2019 and has held it in 7 quarters since. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

JBJ Investment Partners held 69,767 shares of Walgreens Boots Alliance worth $3.64M as of Q4 2021.
JBJ Investment Partners bought 9,767 Walgreens Boots Alliance shares in Q4 2021, an estimated $473K.
Walgreens Boots Alliance made up 0.75% of JBJ Investment Partners's portfolio in Q4 2021, its #13 holding.
JBJ Investment Partners first reported a position in Walgreens Boots Alliance in Q1 2019 and has held it in 7 quarters since.
1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.