JWWM
WBA

Johnson & White Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Johnson & White 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
2023
Q1 		– Sell
-25,286
Closed -$1.66M – 125
2022
Q4 		$1.66M Buy
+25,286
New +$951K 1.67% 19

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Johnson & White Wealth Management's WBA Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 25,286 shares — an estimated $1.66M sold.

Johnson & White Wealth Management first reported a position in WBA in Q4 2022 and held it in 1 quarter. The position peaked at $1.66M in Q4 2022. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 25,286 Walgreens Boots Alliance shares in Q1 2023, an estimated $1.66M.
  • Johnson & White Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Walgreens Boots Alliance position peaked at $1.66M in Q4 2022.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.