Lugano Financial Advisors SA (LFA)’s Walgreens Boots Alliance WBA Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q2	–	Sell	-2,925	Closed	-$149K	–	136
2020 Q1	$149K	Hold	2,925	–	–	0.13%	77
2019 Q4	$172K	Buy	+2,925	New	+$169K	0.13%	78
2019 Q2	$165K	Buy	3,025 +100	+3%	+$5.32K	0.1%	78
2019 Q1	$185K	Hold	2,925	–	–	0.11%	73
2018 Q4	$213K	Hold	2,925	–	–	0.15%	75
2018 Q3	$213K	Buy	2,925 +1,510	+107%	+$103K	0.15%	75
2018 Q2	$84K	Buy	+1,415	New	+$91.1K	0.08%	89

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lugano Financial Advisors SA (LFA)'s WBA Position: Q2 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of Walgreens Boots Alliance (WBA) in Q2 2020, closing a stake of 2,925 shares — an estimated $149K sold.

Lugano Financial Advisors SA (LFA) first reported a position in WBA in Q2 2018 and held it in 7 quarters. The position peaked at $213K in Q4 2018. 1,216 funds tracked by Wall St. Rank hold WBA as of Q2 2020.

Lugano Financial Advisors SA (LFA) reported no remaining Walgreens Boots Alliance position as of Q2 2020 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 2,925 Walgreens Boots Alliance shares in Q2 2020, an estimated $149K.
Lugano Financial Advisors SA (LFA) first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 7 quarters.
Lugano Financial Advisors SA (LFA)'s Walgreens Boots Alliance position peaked at $213K in Q4 2018.
1,216 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2020, filed 10 Jul 2020.