LAS
WBA

Lloyd Advisory Services’s Walgreens Boots Alliance WBA Stock Holding History

Lloyd Advisory Services’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
2024
Q2 		– Sell
-31,395
Closed -$681K – 192
2024
Q1 		$681K Buy
+31,395
New +$698K 0.15% 113
2022
Q2 		– Sell
-3,026
Closed -$135K – 557
2022
Q1 		$135K Buy
3,026
+1,831
+153% +$90K 0.06% 131
2021
Q4 		$62K Buy
+1,195
New +$57.9K 0.03% 179

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Lloyd Advisory Services's WBA Position: Q2 2024 in Review

Lloyd Advisory Services sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 31,395 shares — an estimated $681K sold.

Lloyd Advisory Services first reported a position in WBA in Q4 2021 and held it in 3 quarters. The position peaked at $681K in Q1 2024. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Lloyd Advisory Services reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 31,395 Walgreens Boots Alliance shares in Q2 2024, an estimated $681K.
  • Lloyd Advisory Services first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 3 quarters.
  • Lloyd Advisory Services's Walgreens Boots Alliance position peaked at $681K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Lloyd Advisory Services's 13F filing for Q2 2024, filed 5 Aug 2024.