LFA
WBA

Legacy Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Financial Advisors’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
2024
Q4 		– Sell
-57,361
Closed -$514K – 374
2024
Q3 		$514K Buy
57,361
+25,500
+80% +$262K 0.09% 192
2024
Q2 		$385K Buy
+31,861
New +$540K 0.07% 216
2019
Q2 		– Sell
-103
Closed -$7K – 892
2019
Q1 		$7K Sell
103
-402
-80% -$27.5K ﹤0.01% 708
2018
Q4 		$35K Buy
505
+77
+18% +$5.97K 0.01% 306
2018
Q3 		$31K Hold
428
– – 0.01% 307
2018
Q2 		$28K Buy
428
+60
+16% +$3.86K 0.01% 329
2018
Q1 		$23K Sell
368
-29
-7% -$2.07K 0.01% 351
2017
Q4 		$28K Buy
+397
New +$28K 0.01% 317

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's WBA Position: Q4 2024 in Review

Legacy Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 57,361 shares — an estimated $514K sold.

Legacy Financial Advisors first reported a position in WBA in Q4 2017 and held it in 8 quarters. The position peaked at $514K in Q3 2024. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Legacy Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 57,361 Walgreens Boots Alliance shares in Q4 2024, an estimated $514K.
  • Legacy Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's Walgreens Boots Alliance position peaked at $514K in Q3 2024.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Legacy Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.