JDM Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

JDM Financial Group’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	-53	Closed	-$475	–	423
2024 Q3	$475	Buy	+53	New	+$545	﹤0.01%	388

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JDM Financial Group's WBA Position: Q4 2024 in Review

JDM Financial Group sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 53 shares — an estimated $475 sold.

JDM Financial Group first reported a position in WBA in Q3 2024 and held it in 1 quarter. The position peaked at $475 in Q3 2024. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

JDM Financial Group reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 53 Walgreens Boots Alliance shares in Q4 2024, an estimated $475.
JDM Financial Group first reported a position in Walgreens Boots Alliance in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Walgreens Boots Alliance position peaked at $475 in Q3 2024.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.