MD Financial Management
WBA icon

MD Financial Management’s Walgreens Boots Alliance WBA Stock Holding History

MD Financial Management’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
-158
Closed -$7K – 322
2021
Q3 		$7K Hold
158
– – ﹤0.01% 290
2021
Q2 		$8K Hold
158
– – ﹤0.01% 292
2021
Q1 		$9K Hold
158
– – ﹤0.01% 222
2020
Q4 		$6K Buy
+158
New +$6.12K ﹤0.01% 105

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MD Financial Management's WBA Position: Q4 2021 in Review

MD Financial Management sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 158 shares — an estimated $7K sold.

MD Financial Management first reported a position in WBA in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q1 2021. 1,362 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • MD Financial Management reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • MD Financial Management sold 158 Walgreens Boots Alliance shares in Q4 2021, an estimated $7K.
  • MD Financial Management first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 4 quarters.
  • MD Financial Management's Walgreens Boots Alliance position peaked at $9K in Q1 2021.
  • 1,362 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.