MIAN
WBA

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return