LWM
WBA

Liberty Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-1,857
Closed -$88K – 1096
2021
Q3 		$88K Buy
1,857
+477
+35% +$23K 0.03% 315
2021
Q2 		$73K Sell
1,380
-1,039
-43% -$55.9K 0.03% 256
2021
Q1 		$118K Hold
2,419
– – 0.06% 162
2020
Q4 		$118K Buy
2,419
+1,228
+103% +$47.6K 0.06% 160
2020
Q3 		$43K Buy
1,191
+14
+1% +$547 0.03% 258
2020
Q2 		$50K Sell
1,177
-5
-0.4% -$212 0.04% 224
2020
Q1 		$54K Buy
1,182
+26
+2% +$1.32K 0.05% 205
2019
Q4 		$68K Buy
1,156
+31
+3% +$1.79K 0.05% 208
2019
Q3 		$62K Buy
1,125
+9
+0.8% +$482 0.06% 200
2019
Q2 		$61K Buy
1,116
+8
+0.7% +$425 0.05% 221
2019
Q1 		$70K Sell
1,108
-45
-4% -$3.07K 0.05% 173
2018
Q4 		$78K Buy
+1,153
New +$89.4K 0.06% 149

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return