Lumature Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$282K	Buy	9,881 +723	+8%	+$23.6K	0.17%	117
2023 Q1	$317K	Buy	9,158 +758	+9%	+$26.9K	0.18%	93
2022 Q4	$314K	Buy	8,400 +1,556	+23%	+$58.5K	0.18%	101
2022 Q3	$215K	Buy	6,844 +408	+6%	+$15.1K	0.12%	142
2022 Q2	$244K	Buy	6,436 +969	+18%	+$41.7K	0.11%	139
2022 Q1	$245K	Sell	5,467 -336	-6%	-$16.5K	0.1%	146
2021 Q4	$303K	Buy	5,803 +1,034	+22%	+$50.1K	0.12%	125
2021 Q3	$224K	Buy	4,769 +492	+12%	+$23.7K	0.09%	137
2021 Q2	$225K	Buy	4,277 +2,364	+124%	+$127K	0.09%	131
2021 Q1	$105K	Buy	+1,913	New	+$94.5K	0.06%	166

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lumature Wealth Partners's WBA Position: Q2 2023 in Review

Lumature Wealth Partners increased its Walgreens Boots Alliance (WBA) stake by 7.9% in Q2 2023, buying an estimated $23.6K and bringing the position to 9,881 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #117.

Lumature Wealth Partners first reported a position in WBA in Q1 2021 and has held it in 10 quarters since. The position peaked at $317K in Q1 2023. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Lumature Wealth Partners held 9,881 shares of Walgreens Boots Alliance worth $282K as of Q2 2023.
Lumature Wealth Partners bought 723 Walgreens Boots Alliance shares in Q2 2023, an estimated $23.6K.
Walgreens Boots Alliance made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #117 holding.
Lumature Wealth Partners first reported a position in Walgreens Boots Alliance in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Walgreens Boots Alliance position peaked at $317K in Q1 2023.
1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.