KJWM
WBA

Kiley Juergens Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-666
Closed -$48K – 655
2018
Q3 		$48K Buy
666
+18
+3% +$1.22K 0.04% 238
2018
Q2 		$38K Buy
+648
New +$41.7K 0.03% 239
2018
Q1 		– Sell
-382
Closed -$27K – 606
2017
Q4 		$27K Buy
+382
New +$26.9K 0.02% 302

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kiley Juergens Wealth Management's WBA Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q4 2018, closing a stake of 666 shares — an estimated $48K sold.

Kiley Juergens Wealth Management first reported a position in WBA in Q4 2017 and held it in 3 quarters. The position peaked at $48K in Q3 2018. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Walgreens Boots Alliance position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 666 Walgreens Boots Alliance shares in Q4 2018, an estimated $48K.
  • Kiley Juergens Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Walgreens Boots Alliance position peaked at $48K in Q3 2018.
  • 1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.