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

Level 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
2023 Q1	–	Sell	-7	Closed	–	–	297
2022 Q4	$0	Buy	+7	New	+$263	﹤0.01%	306

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

Level Financial Advisors's WBA Position: Q1 2023 in Review

Level Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 7 shares.

Level Financial Advisors first reported a position in WBA in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

Level Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 7 Walgreens Boots Alliance shares in Q1 2023.
Level Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Walgreens Boots Alliance position peaked at $0 in Q4 2022.
1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.