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Lucia Wealth Services’s Walgreens Boots Alliance WBA Stock Holding History

Lucia Wealth 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
2018
Q4 		– Sell
-30
Closed -$2K – 222
2018
Q3 		$2K Buy
+30
New +$2.04K ﹤0.01% 215

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Capital World Investors
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lucia Wealth Services's WBA Position: Q4 2018 in Review

Lucia Wealth Services sold out of Walgreens Boots Alliance (WBA) in Q4 2018, closing a stake of 30 shares — an estimated $2K sold.

Lucia Wealth Services first reported a position in WBA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

  • Lucia Wealth Services reported no remaining Walgreens Boots Alliance position as of Q4 2018 after selling out during the quarter.
  • Lucia Wealth Services sold 30 Walgreens Boots Alliance shares in Q4 2018, an estimated $2K.
  • Lucia Wealth Services first reported a position in Walgreens Boots Alliance in Q3 2018 and held it in 1 quarter.
  • Lucia Wealth Services's Walgreens Boots Alliance position peaked at $2K in Q3 2018.
  • 1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.