LifePlan Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

LifePlan Financial Group’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
2020 Q3	$16K	Hold	450	–	–	0.01%	367
2020 Q2	$19K	Hold	450	–	–	0.01%	345
2020 Q1	$21K	Hold	450	–	–	0.01%	306
2019 Q4	$27K	Hold	450	–	–	0.01%	311
2019 Q3	$25K	Hold	450	–	–	0.01%	320
2019 Q2	$25K	Hold	450	–	–	0.01%	319
2019 Q1	$28K	Hold	450	–	–	0.01%	310
2018 Q4	$31K	Hold	450	–	–	0.02%	287
2018 Q3	$33K	Hold	450	–	–	0.02%	281
2018 Q2	$27K	Hold	450	–	–	0.02%	306
2018 Q1	$29K	Buy	+450	New	+$32.2K	0.02%	281
2014 Q2	–	Sell	-250	Closed	-$17K	–	220
2014 Q1	$17K	Buy	+250	New	+$15.7K	0.01%	161

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LifePlan Financial Group's WBA Position: Q3 2020 in Review

LifePlan Financial Group held its Walgreens Boots Alliance (WBA) position steady in Q3 2020 at 450 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #367.

LifePlan Financial Group first reported a position in WBA in Q1 2014 and has held it in 12 quarters since. The position peaked at $33K in Q3 2018. 1,134 funds tracked by Wall St. Rank hold WBA as of Q3 2020.

LifePlan Financial Group held 450 shares of Walgreens Boots Alliance worth $16K as of Q3 2020.
LifePlan Financial Group left its Walgreens Boots Alliance share count unchanged in Q3 2020.
Walgreens Boots Alliance made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #367 holding.
LifePlan Financial Group first reported a position in Walgreens Boots Alliance in Q1 2014 and has held it in 12 quarters since.
LifePlan Financial Group's Walgreens Boots Alliance position peaked at $33K in Q3 2018.
1,134 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.