Kings Point Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Kings Point Capital 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
2021 Q3	–	Sell	-1,479	Closed	-$78K	–	598
2021 Q2	$78K	Buy	+1,479	New	+$79.6K	0.01%	301
2019 Q2	–	Sell	-1,323	Closed	-$84K	–	430
2019 Q1	$84K	Hold	1,323	–	–	0.02%	187
2018 Q4	$90K	Hold	1,323	–	–	0.02%	169
2018 Q3	$96K	Hold	1,323	–	–	0.02%	187
2018 Q2	$79K	Hold	1,323	–	–	0.02%	196
2018 Q1	$87K	Hold	1,323	–	–	0.02%	187
2017 Q4	$96K	Hold	1,323	–	–	0.02%	184
2017 Q3	$102K	Hold	1,323	–	–	0.02%	180
2017 Q2	$104K	Hold	1,323	–	–	0.02%	177
2017 Q1	$110K	Hold	1,323	–	–	0.03%	166
2016 Q4	$109K	Hold	1,323	–	–	0.03%	158
2016 Q3	$107K	Hold	1,323	–	–	0.03%	147
2016 Q2	$110K	Hold	1,323	–	–	0.03%	146
2016 Q1	$111K	Buy	1,323 +150	+13%	+$12K	0.03%	140
2015 Q4	$100K	Sell	1,173 -150	-11%	-$12.7K	0.02%	154
2015 Q3	$110K	Hold	1,323	–	–	0.03%	166
2015 Q2	$112K	Hold	1,323	–	–	0.03%	162
2015 Q1	$112K	Hold	1,323	–	–	0.03%	159
2014 Q4	$101K	Hold	1,323	–	–	0.03%	154
2014 Q3	$78K	Sell	1,323 -15,000	-92%	-$984K	0.02%	157
2014 Q2	$1.21M	Buy	16,323 +15,173	+1,319%	+$1.06M	0.36%	52
2014 Q1	$76K	Hold	1,150	–	–	0.02%	143
2013 Q4	$66K	Hold	1,150	–	–	0.02%	148
2013 Q3	$62K	Hold	1,150	–	–	0.02%	160
2013 Q2	$51K	Buy	+1,150	New	+$56K	0.02%	183

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kings Point Capital Management's WBA Position: Q3 2021 in Review

Kings Point Capital Management sold out of Walgreens Boots Alliance (WBA) in Q3 2021, closing a stake of 1,479 shares — an estimated $78K sold.

Kings Point Capital Management first reported a position in WBA in Q2 2013 and held it in 25 quarters. The position peaked at $1.21M in Q2 2014. 1,232 funds tracked by Wall St. Rank hold WBA as of Q3 2021.

Kings Point Capital Management reported no remaining Walgreens Boots Alliance position as of Q3 2021 after selling out during the quarter.
Kings Point Capital Management sold 1,479 Walgreens Boots Alliance shares in Q3 2021, an estimated $78K.
Kings Point Capital Management first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 25 quarters.
Kings Point Capital Management's Walgreens Boots Alliance position peaked at $1.21M in Q2 2014.
1,232 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2021.

Based on Kings Point Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.