KFP
WBA

KMG Fiduciary Partners’s Walgreens Boots Alliance WBA Stock Holding History

KMG Fiduciary Partners’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
2023
Q1 		– Sell
-22,451
Closed -$839K – 247
2022
Q4 		$839K Buy
22,451
+463
+2% +$17.4K 0.14% 133
2022
Q3 		$690K Sell
21,988
-349
-2% -$12.9K 0.13% 127
2022
Q2 		$847K Buy
22,337
+9,130
+69% +$392K 0.16% 114
2022
Q1 		$591K Buy
+13,207
New +$650K 0.09% 139

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

KMG Fiduciary Partners's WBA Position: Q1 2023 in Review

KMG Fiduciary Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 22,451 shares — an estimated $839K sold.

KMG Fiduciary Partners first reported a position in WBA in Q1 2022 and held it in 4 quarters. The position peaked at $847K in Q2 2022. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • KMG Fiduciary Partners reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • KMG Fiduciary Partners sold 22,451 Walgreens Boots Alliance shares in Q1 2023, an estimated $839K.
  • KMG Fiduciary Partners first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 4 quarters.
  • KMG Fiduciary Partners's Walgreens Boots Alliance position peaked at $847K in Q2 2022.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on KMG Fiduciary Partners's 13F filing for Q1 2023, filed 13 Apr 2023.