Meitav Investment House’s Walgreens Boots Alliance WBA Stock Holding History

Meitav Investment House’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 Q3	–	Sell	-2,900	Closed	-$83K	–	521
2023 Q2	$83K	Buy	+2,900	New	+$94.5K	﹤0.01%	401
2022 Q2	–	Sell	-9,250	Closed	-$439K	–	388
2022 Q1	$439K	Hold	9,250	–	–	0.01%	318
2021 Q4	$483K	Hold	9,250	–	–	0.01%	311
2021 Q3	$451K	Hold	9,250	–	–	0.01%	319
2021 Q2	$481K	Buy	9,250 +3,150	+52%	+$169K	0.01%	315
2021 Q1	$323	Buy	+6,100	New	+$301K	0.01%	316
2018 Q4	–	Sell	-8,721	Closed	-$636K	–	449
2018 Q3	$636K	Sell	8,721 -3,513	-29%	-$239K	0.03%	262
2018 Q2	$734K	Sell	12,234 -491	-4%	-$31.6K	0.03%	284
2018 Q1	$833K	Buy	+12,725	New	+$909K	0.04%	214

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Meitav Investment House's WBA Position: Q3 2023 in Review

Meitav Investment House sold out of Walgreens Boots Alliance (WBA) in Q3 2023, closing a stake of 2,900 shares — an estimated $83K sold.

Meitav Investment House first reported a position in WBA in Q1 2018 and held it in 9 quarters. The position peaked at $833K in Q1 2018. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

Meitav Investment House reported no remaining Walgreens Boots Alliance position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 2,900 Walgreens Boots Alliance shares in Q3 2023, an estimated $83K.
Meitav Investment House first reported a position in Walgreens Boots Alliance in Q1 2018 and held it in 9 quarters.
Meitav Investment House's Walgreens Boots Alliance position peaked at $833K in Q1 2018.
1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.