KWM
WBA

Kingsview Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Kingsview 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
Q1 		– Sell
-56,326
Closed -$1.47M – 1079
2023
Q4 		$1.47M Buy
56,326
+44,395
+372% +$992K 0.04% 357
2023
Q3 		$265K Sell
11,931
-112
-0.9% -$2.98K 0.01% 793
2023
Q2 		$343K Sell
12,043
-11,966
-50% -$390K 0.01% 703
2023
Q1 		$830K Sell
24,009
-22,259
-48% -$790K 0.03% 444
2022
Q4 		$1.73M Sell
46,268
-2,973
-6% -$112K 0.08% 251
2022
Q3 		$1.55M Buy
49,241
+3,927
+9% +$145K 0.07% 262
2022
Q2 		$1.72M Buy
45,314
+8,857
+24% +$381K 0.08% 244
2022
Q1 		$1.63M Buy
36,457
+5,125
+16% +$252K 0.07% 277
2021
Q4 		$1.63M Sell
31,332
-313
-1% -$15.2K 0.07% 284
2021
Q3 		$1.49M Buy
31,645
+3,807
+14% +$184K 0.07% 279
2021
Q2 		$1.36M Buy
27,838
+1,438
+5% +$77.4K 0.07% 303
2021
Q1 		$1.45M Buy
26,400
+17,849
+209% +$882K 0.08% 256
2020
Q4 		$341K Sell
8,551
-2,262
-21% -$87.6K 0.02% 528
2020
Q3 		$388K Sell
10,813
-22,916
-68% -$896K 0.03% 424
2020
Q2 		$1.43M Buy
33,729
+7,570
+29% +$321K 0.14% 159
2020
Q1 		$1.2M Buy
26,159
+7,710
+42% +$391K 0.16% 154
2019
Q4 		$1.09M Buy
18,449
+5,671
+44% +$327K 0.14% 180
2019
Q3 		$707K Buy
12,778
+7,877
+161% +$422K 0.11% 199
2019
Q2 		$268K Buy
4,901
+635
+15% +$33.8K 0.05% 345
2019
Q1 		$270K Buy
+4,266
New +$291K 0.04% 375
2018
Q2 		– Sell
-22,796
Closed -$1.49M – 412
2018
Q1 		$1.49M Sell
22,796
-388
-2% -$27.7K 0.37% 77
2017
Q4 		$1.68M Sell
23,184
-182
-0.8% -$12.8K 0.6% 42
2017
Q3 		$1.8M Sell
23,366
-2,350
-9% -$188K 0.79% 31
2017
Q2 		$2.01M Sell
25,716
-2,247
-8% -$185K 1.04% 18
2017
Q1 		$2.32M Buy
+27,963
New +$2.35M 1.38% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kingsview Wealth Management's WBA Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 56,326 shares — an estimated $1.47M sold.

Kingsview Wealth Management first reported a position in WBA in Q1 2017 and held it in 25 quarters. The position peaked at $2.32M in Q1 2017. 994 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 56,326 Walgreens Boots Alliance shares in Q1 2024, an estimated $1.47M.
  • Kingsview Wealth Management first reported a position in Walgreens Boots Alliance in Q1 2017 and held it in 25 quarters.
  • Kingsview Wealth Management's Walgreens Boots Alliance position peaked at $2.32M in Q1 2017.
  • 994 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.