Leelyn Smith’s Walgreens Boots Alliance WBA Stock Holding History

Leelyn Smith’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	-58,473	Closed	-$2.18M	–	438
2022 Q4	$2.18M	Buy	58,473 +6,215	+12%	+$234K	0.6%	55
2022 Q3	$1.64M	Buy	52,258 +1,699	+3%	+$62.9K	0.57%	55
2022 Q2	$1.92M	Buy	50,559 +1,830	+4%	+$78.7K	0.5%	56
2022 Q1	$2.18M	Buy	48,729 +873	+2%	+$42.9K	0.57%	55
2021 Q4	$2.5M	Sell	47,856 -806	-2%	-$39K	0.67%	42
2021 Q3	$2.29M	Sell	48,662 -1,032	-2%	-$49.8K	0.66%	42
2021 Q2	$2.61M	Sell	49,694 -1,116	-2%	-$60K	0.77%	34
2021 Q1	$2.79M	Buy	50,810 +1,292	+3%	+$63.9K	0.83%	30
2020 Q4	$1.98M	Buy	49,518 +48,880	+7,661%	+$1.89M	0.63%	42
2020 Q3	$23K	Buy	638 +131	+26%	+$5.12K	0.01%	219
2020 Q2	$21K	Buy	507 +299	+144%	+$12.7K	0.01%	265
2020 Q1	$10K	Hold	208	–	–	0.01%	245
2019 Q4	$12	Buy	+208	New	+$12K	0.01%	255

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Leelyn Smith's WBA Position: Q1 2023 in Review

Leelyn Smith sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 58,473 shares — an estimated $2.18M sold.

Leelyn Smith first reported a position in WBA in Q4 2019 and held it in 13 quarters. The position peaked at $2.79M in Q1 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

Leelyn Smith reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 58,473 Walgreens Boots Alliance shares in Q1 2023, an estimated $2.18M.
Leelyn Smith first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Walgreens Boots Alliance position peaked at $2.79M in Q1 2021.
1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.