Mariner Independent Advisor Network’s Walgreens Boots Alliance WBA Stock Holding History

Mariner Independent Advisor Network’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
2021 Q4	–	Sell	-10,179	Closed	-$492K	–	512
2021 Q3	$492K	Buy	10,179 +150	+1%	+$7.24K	0.02%	402
2021 Q2	$528K	Buy	+10,029	New	+$539K	0.02%	412
2020 Q4	–	Sell	-12,712	Closed	-$457K	–	417
2020 Q3	$457K	Buy	+12,712	New	+$497K	0.04%	271
2015 Q1	–	Sell	-5,938	Closed	-$453K	–	167
2014 Q4	$453K	Buy	+5,938	New	+$397K	0.21%	88

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mariner Independent Advisor Network's WBA Position: Q4 2021 in Review

Mariner Independent Advisor Network sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 10,179 shares — an estimated $492K sold.

Mariner Independent Advisor Network first reported a position in WBA in Q4 2014 and held it in 4 quarters. The position peaked at $528K in Q2 2021. 1,362 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

Mariner Independent Advisor Network reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 10,179 Walgreens Boots Alliance shares in Q4 2021, an estimated $492K.
Mariner Independent Advisor Network first reported a position in Walgreens Boots Alliance in Q4 2014 and held it in 4 quarters.
Mariner Independent Advisor Network's Walgreens Boots Alliance position peaked at $528K in Q2 2021.
1,362 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q4 2021, filed 16 Feb 2022.