KIG
WBA

Kowal Investment Group’s Walgreens Boots Alliance WBA Stock Holding History

Kowal Investment Group’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
2022
Q2 		– Sell
-5,998
Closed -$269K – 149
2022
Q1 		$269K Sell
5,998
-743
-11% -$36.5K 0.08% 100
2021
Q4 		$352K Buy
6,741
+66
+1% +$3.2K 0.1% 69
2021
Q3 		$314K Sell
6,675
-51
-0.8% -$2.46K 0.1% 72
2021
Q2 		$354K Buy
6,726
+1,256
+23% +$67.6K 0.13% 67
2021
Q1 		$300K Sell
5,470
-1,049
-16% -$51.8K 0.12% 68
2020
Q4 		$313K Buy
+6,519
New +$252K 0.15% 63

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kowal Investment Group's WBA Position: Q2 2022 in Review

Kowal Investment Group sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 5,998 shares — an estimated $269K sold.

Kowal Investment Group first reported a position in WBA in Q4 2020 and held it in 6 quarters. The position peaked at $354K in Q2 2021. 1,289 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

  • Kowal Investment Group reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
  • Kowal Investment Group sold 5,998 Walgreens Boots Alliance shares in Q2 2022, an estimated $269K.
  • Kowal Investment Group first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 6 quarters.
  • Kowal Investment Group's Walgreens Boots Alliance position peaked at $354K in Q2 2021.
  • 1,289 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on Kowal Investment Group's 13F filing for Q2 2022, filed 15 Aug 2022.