JPLA
WBA

Joseph P. Lucia & Associates’s Walgreens Boots Alliance WBA Stock Holding History

Joseph P. Lucia & Associates’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
2020
Q1 		– Sell
-100
Closed -$6K – 504
2019
Q4 		$6K Buy
+100
New +$5.76K 0.01% 356

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Joseph P. Lucia & Associates's WBA Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of Walgreens Boots Alliance (WBA) in Q1 2020, closing a stake of 100 shares — an estimated $6K sold.

Joseph P. Lucia & Associates first reported a position in WBA in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 1,262 funds tracked by Wall St. Rank hold WBA as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining Walgreens Boots Alliance position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Walgreens Boots Alliance shares in Q1 2020, an estimated $6K.
  • Joseph P. Lucia & Associates first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Walgreens Boots Alliance position peaked at $6K in Q4 2019.
  • 1,262 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.