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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's WBA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 1,857 shares — an estimated $88K sold.

Liberty Wealth Management first reported a position in WBA in Q4 2018 and held it in 12 quarters. The position peaked at $118K in Q1 2021. 1,362 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,857 Walgreens Boots Alliance shares in Q4 2021, an estimated $88K.
  • Liberty Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Walgreens Boots Alliance position peaked at $118K in Q1 2021.
  • 1,362 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.