LPWM
WBA

Lake Point Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Lake Point 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
2019
Q2 		$5K Hold
87
– – ﹤0.01% 431
2019
Q1 		$5K Buy
87
+76
+691% +$5.19K ﹤0.01% 431
2018
Q4 		$1K Buy
+11
New +$853 ﹤0.01% 786

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's WBA Position: Q2 2019 in Review

Lake Point Wealth Management held its Walgreens Boots Alliance (WBA) position steady in Q2 2019 at 87 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Lake Point Wealth Management first reported a position in WBA in Q4 2018 and has held it in 3 quarters since. 1,297 funds tracked by Wall St. Rank hold WBA as of Q2 2019.

  • Lake Point Wealth Management held 87 shares of Walgreens Boots Alliance worth $5K as of Q2 2019.
  • Lake Point Wealth Management left its Walgreens Boots Alliance share count unchanged in Q2 2019.
  • Walgreens Boots Alliance made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #431 holding.
  • Lake Point Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2018 and has held it in 3 quarters since.
  • 1,297 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.