Laurel Wealth Advisors (North Carolina)’s Walgreens Boots Alliance WBA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q4	–	Sell	-104	Closed	-$2.31K	–	592
2023 Q3	$2.31K	Buy	+104	New	+$2.77K	﹤0.01%	506
2023 Q2	–	Sell	-53	Closed	-$1.83K	–	600
2023 Q1	$1.83K	Buy	+53	New	+$1.88K	﹤0.01%	520
2021 Q3	–	Sell	-150	Closed	-$8K	–	754
2021 Q2	$8K	Buy	150 +49	+49%	+$2.64K	﹤0.01%	492
2021 Q1	$6K	Buy	+101	New	+$4.99K	﹤0.01%	484
2019 Q4	–	Sell	-420	Closed	-$23K	–	546
2019 Q3	$23K	Sell	420 -650	-61%	-$34.8K	0.01%	308
2019 Q2	$58K	Sell	1,070 -320	-23%	-$17K	0.02%	221
2019 Q1	$88K	Buy	1,390 +635	+84%	+$43.4K	0.03%	186
2018 Q4	$52K	Buy	+755	New	+$58.5K	0.02%	213

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WBA Position: Q4 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Walgreens Boots Alliance (WBA) in Q4 2023, closing a stake of 104 shares — an estimated $2.31K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WBA in Q4 2018 and held it in 8 quarters. The position peaked at $88K in Q1 2019. 1,071 funds tracked by Wall St. Rank hold WBA as of Q4 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Walgreens Boots Alliance position as of Q4 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 104 Walgreens Boots Alliance shares in Q4 2023, an estimated $2.31K.
Laurel Wealth Advisors (North Carolina) first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 8 quarters.
Laurel Wealth Advisors (North Carolina)'s Walgreens Boots Alliance position peaked at $88K in Q1 2019.
1,071 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 13 Feb 2024.