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 – 893
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return