KFS
WBA

Kaizen Financial Strategies’s Walgreens Boots Alliance WBA Stock Holding History

Kaizen Financial Strategies’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
2022
Q2 		– Sell
-6,974
Closed -$312K – 139
2022
Q1 		$312K Buy
6,974
+828
+13% +$40.7K 0.24% 99
2021
Q4 		$321K Sell
6,146
-173
-3% -$8.38K 0.24% 95
2021
Q3 		$297K Buy
+6,319
New +$305K 0.24% 101
2021
Q1 		$358K Sell
6,522
-149
-2% -$7.36K 0.34% 89
2020
Q4 		$266K Buy
+6,671
New +$258K 0.3% 95

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kaizen Financial Strategies's WBA Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 6,974 shares — an estimated $312K sold.

Kaizen Financial Strategies first reported a position in WBA in Q4 2020 and held it in 5 quarters. The position peaked at $358K in Q1 2021. 1,289 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 6,974 Walgreens Boots Alliance shares in Q2 2022, an estimated $312K.
  • Kaizen Financial Strategies first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 5 quarters.
  • Kaizen Financial Strategies's Walgreens Boots Alliance position peaked at $358K in Q1 2021.
  • 1,289 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.