Lee Financial’s Walgreens Boots Alliance WBA Stock Holding History

Lee Financial’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	-75	Closed	-$1.67K	–	934
2023 Q3	$1.67K	Hold	75	–	–	﹤0.01%	727
2023 Q2	$2.14K	Buy	+75	New	+$2.44K	﹤0.01%	647
2022 Q3	–	Sell	-11	Closed	–	–	1034
2022 Q2	$0	Sell	11 -26	-70%	-$1.12K	﹤0.01%	1015
2022 Q1	$2K	Buy	+37	New	+$1.82K	﹤0.01%	691
2020 Q4	–	Sell	-400	Closed	-$14K	–	552
2020 Q3	$14K	Buy	400 +292	+270%	+$11.4K	﹤0.01%	357
2020 Q2	$5K	Hold	108	–	–	﹤0.01%	435
2020 Q1	$5K	Hold	108	–	–	﹤0.01%	383
2019 Q4	$6K	Hold	108	–	–	﹤0.01%	403
2019 Q3	$6K	Hold	108	–	–	﹤0.01%	414
2019 Q2	$6K	Hold	108	–	–	﹤0.01%	421
2019 Q1	$7K	Hold	108	–	–	﹤0.01%	395
2018 Q4	$7K	Hold	108	–	–	﹤0.01%	343
2018 Q3	$8K	Sell	108 -575	-84%	-$39K	﹤0.01%	371
2018 Q2	$41K	Buy	683 +4	+0.6%	+$258	0.01%	277
2018 Q1	$44K	Buy	679 +571	+529%	+$40.8K	0.01%	271
2017 Q4	$8K	Hold	108	–	–	﹤0.01%	389
2017 Q3	$8K	Sell	108 -52	-33%	-$4.17K	﹤0.01%	383
2017 Q2	$13K	Buy	160 +52	+48%	+$4.28K	﹤0.01%	293
2017 Q1	$9K	Hold	108	–	–	﹤0.01%	298
2016 Q4	$9K	Buy	+108	New	+$8.93K	0.01%	309

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

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

Lee Financial's WBA Position: Q4 2023 in Review

Lee Financial sold out of Walgreens Boots Alliance (WBA) in Q4 2023, closing a stake of 75 shares — an estimated $1.67K sold.

Lee Financial first reported a position in WBA in Q4 2016 and held it in 20 quarters. The position peaked at $44K in Q1 2018. 1,071 funds tracked by Wall St. Rank hold WBA as of Q4 2023.

Lee Financial reported no remaining Walgreens Boots Alliance position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 75 Walgreens Boots Alliance shares in Q4 2023, an estimated $1.67K.
Lee Financial first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 20 quarters.
Lee Financial's Walgreens Boots Alliance position peaked at $44K in Q1 2018.
1,071 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.