KIG
WBA

Kessler Investment Group’s Walgreens Boots Alliance WBA Stock Holding History

Kessler Investment 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
-82,891
Closed -$743K – 193
2024
Q3 		$743K Buy
82,891
+1,444
+2% +$14.9K 0.38% 45
2024
Q2 		$985K Sell
81,447
-5,918
-7% -$100K 0.53% 43
2024
Q1 		$1.89M Buy
87,365
+27,863
+47% +$619K 1.18% 26
2023
Q4 		$1.55M Buy
59,502
+29,966
+101% +$670K 0.95% 24
2023
Q3 		$657K Buy
29,536
+1,990
+7% +$52.9K 0.55% 37
2023
Q2 		$785K Sell
27,546
-2,765
-9% -$90.1K 0.55% 35
2023
Q1 		$1.05M Buy
+30,311
New +$1.08M 0.71% 35

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kessler Investment Group's WBA Position: Q4 2024 in Review

Kessler Investment Group sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 82,891 shares — an estimated $743K sold.

Kessler Investment Group first reported a position in WBA in Q1 2023 and held it in 7 quarters. The position peaked at $1.89M in Q1 2024. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Kessler Investment Group reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Kessler Investment Group sold 82,891 Walgreens Boots Alliance shares in Q4 2024, an estimated $743K.
  • Kessler Investment Group first reported a position in Walgreens Boots Alliance in Q1 2023 and held it in 7 quarters.
  • Kessler Investment Group's Walgreens Boots Alliance position peaked at $1.89M in Q1 2024.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Kessler Investment Group's 13F filing for Q4 2024, filed 30 Jan 2025.