LAI
WBA

Legal Advantage Investments’s Walgreens Boots Alliance WBA Stock Holding History

Legal Advantage Investments’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
Q2 		– Sell
-8,860
Closed -$306K – 97
2023
Q1 		$306K Buy
8,860
+3
+0% +$106 0.22% 81
2022
Q4 		$331K Buy
8,857
+2
+0% +$75 0.27% 73
2022
Q3 		$278K Buy
8,855
+3
+0% +$111 0.26% 72
2022
Q2 		$336K Buy
+8,852
New +$381K 0.33% 61
2021
Q1 		– Sell
-3,200
Closed -$128K – 97
2020
Q4 		$128K Buy
+3,200
New +$124K 0.1% 81

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal Advantage Investments's WBA Position: Q2 2023 in Review

Legal Advantage Investments sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 8,860 shares — an estimated $306K sold.

Legal Advantage Investments first reported a position in WBA in Q4 2020 and held it in 5 quarters. The position peaked at $336K in Q2 2022. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • Legal Advantage Investments reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
  • Legal Advantage Investments sold 8,860 Walgreens Boots Alliance shares in Q2 2023, an estimated $306K.
  • Legal Advantage Investments first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 5 quarters.
  • Legal Advantage Investments's Walgreens Boots Alliance position peaked at $336K in Q2 2022.
  • 1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Legal Advantage Investments's 13F filing for Q2 2023, filed 31 Jul 2023.