KMWM
WBA

Keudell/Morrison Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Keudell/Morrison 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
2024
Q4 		– Sell
-11,929
Closed -$107K – 237
2024
Q3 		$107K Buy
+11,929
New +$123K 0.03% 216
2023
Q3 		– Sell
-11,121
Closed -$317K – 187
2023
Q2 		$317K Buy
11,121
+978
+10% +$31.9K 0.09% 144
2023
Q1 		$351K Sell
10,143
-198
-2% -$7.03K 0.1% 126
2022
Q4 		$386K Sell
10,341
-1,548
-13% -$58.2K 0.12% 111
2022
Q3 		$373K Buy
11,889
+846
+8% +$31.3K 0.14% 112
2022
Q2 		$419K Buy
11,043
+1,929
+21% +$82.9K 0.15% 105
2022
Q1 		$408K Buy
+9,114
New +$448K 0.17% 117

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

Keudell/Morrison Wealth Management's WBA Position: Q4 2024 in Review

Keudell/Morrison Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 11,929 shares — an estimated $107K sold.

Keudell/Morrison Wealth Management first reported a position in WBA in Q1 2022 and held it in 7 quarters. The position peaked at $419K in Q2 2022. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Keudell/Morrison Wealth Management reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 11,929 Walgreens Boots Alliance shares in Q4 2024, an estimated $107K.
  • Keudell/Morrison Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 7 quarters.
  • Keudell/Morrison Wealth Management's Walgreens Boots Alliance position peaked at $419K in Q2 2022.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.