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
2021
Q1 		– Sell
-200
Closed -$2K – 942
2020
Q4 		$2K Hold
200
– – ﹤0.01% 709
2020
Q3 		$1K Buy
+200
New +$7.82K ﹤0.01% 638
2017
Q3 		– Sell
-1,000
Closed -$1K – 420
2017
Q2 		$1K Buy
+1,000
New +$82.3K ﹤0.01% 349

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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. 995 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.
  • 995 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.