Measured Wealth Private Client Group’s Walgreens Boots Alliance WBA Stock Holding History

Measured Wealth Private Client Group’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
2022 Q3	–	Sell	-13,530	Closed	-$513K	–	186
2022 Q2	$513K	Buy	13,530 +3,307	+32%	+$142K	0.23%	65
2022 Q1	$458K	Buy	10,223 +195	+2%	+$9.59K	0.17%	76
2021 Q4	$523K	Sell	10,028 -1,042	-9%	-$50.5K	0.18%	70
2021 Q3	$521K	Buy	11,070 +2,505	+29%	+$121K	0.2%	69
2021 Q2	$451K	Sell	8,565 -28,543	-77%	-$1.54M	0.14%	88
2021 Q1	$2.04M	Buy	37,108 +3,722	+11%	+$184K	0.72%	25
2020 Q4	$1.33M	Buy	33,386 +7,871	+31%	+$305K	0.55%	34
2020 Q3	$916K	Buy	+25,515	New	+$998K	0.44%	40
2019 Q2	–	Sell	-6,110	Closed	-$387K	–	222
2019 Q1	$387K	Buy	6,110 +3,070	+101%	+$210K	0.24%	91
2018 Q4	$207K	Sell	3,040 -3,210	-51%	-$249K	0.19%	95
2018 Q3	$454K	Buy	6,250 +40	+0.6%	+$2.72K	0.27%	57
2018 Q2	$372K	Buy	+6,210	New	+$400K	0.3%	68

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Measured Wealth Private Client Group's WBA Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Walgreens Boots Alliance (WBA) in Q3 2022, closing a stake of 13,530 shares — an estimated $513K sold.

Measured Wealth Private Client Group first reported a position in WBA in Q2 2018 and held it in 12 quarters. The position peaked at $2.04M in Q1 2021. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

Measured Wealth Private Client Group reported no remaining Walgreens Boots Alliance position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 13,530 Walgreens Boots Alliance shares in Q3 2022, an estimated $513K.
Measured Wealth Private Client Group first reported a position in Walgreens Boots Alliance in Q2 2018 and held it in 12 quarters.
Measured Wealth Private Client Group's Walgreens Boots Alliance position peaked at $2.04M in Q1 2021.
1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.