MFA
WBA

Mayflower Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Mayflower Financial Advisors’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
Q1 		– Sell
-5,663
Closed -$212K – 371
2022
Q4 		$212K Sell
5,663
-1,354
-19% -$50.9K 0.03% 316
2022
Q3 		$220K Buy
7,017
+287
+4% +$10.6K 0.04% 291
2022
Q2 		$255K Buy
6,730
+533
+9% +$22.9K 0.04% 281
2022
Q1 		$277K Sell
6,197
-197
-3% -$9.69K 0.04% 290
2021
Q4 		$334K Buy
6,394
+30
+0.5% +$1.45K 0.04% 247
2021
Q3 		$306K Buy
6,364
+574
+10% +$27.7K 0.04% 259
2021
Q2 		$305K Hold
5,790
– – 0.04% 241
2021
Q1 		$318K Buy
5,790
+775
+15% +$38.3K 0.05% 224
2020
Q4 		$200K Buy
+5,015
New +$194K 0.03% 263

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mayflower Financial Advisors's WBA Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,663 shares — an estimated $212K sold.

Mayflower Financial Advisors first reported a position in WBA in Q4 2020 and held it in 9 quarters. The position peaked at $334K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Mayflower Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Mayflower Financial Advisors sold 5,663 Walgreens Boots Alliance shares in Q1 2023, an estimated $212K.
  • Mayflower Financial Advisors first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 9 quarters.
  • Mayflower Financial Advisors's Walgreens Boots Alliance position peaked at $334K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.