Legacy Financial Group (Iowa)
WBA

Legacy Financial Group (Iowa)’s Walgreens Boots Alliance WBA Stock Holding History

Legacy Financial Group (Iowa)’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
-100
Closed -$2.22K – 510
2023
Q3 		$2.22K Buy
+100
New +$2.66K ﹤0.01% 455

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State Street
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Morgan Stanley
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Invesco
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Northern Trust
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

Legacy Financial Group (Iowa)'s WBA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Walgreens Boots Alliance (WBA) in Q4 2023, closing a stake of 100 shares — an estimated $2.22K sold.

Legacy Financial Group (Iowa) first reported a position in WBA in Q3 2023 and held it in 1 quarter. The position peaked at $2.22K in Q3 2023. 1,071 funds tracked by Wall St. Rank hold WBA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Walgreens Boots Alliance position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 100 Walgreens Boots Alliance shares in Q4 2023, an estimated $2.22K.
  • Legacy Financial Group (Iowa) first reported a position in Walgreens Boots Alliance in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Walgreens Boots Alliance position peaked at $2.22K in Q3 2023.
  • 1,071 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.