Meridian Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Meridian Wealth 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
2023 Q3	–	Sell	-7,485	Closed	-$213K	–	561
2023 Q2	$213K	Buy	7,485 +305	+4%	+$9.94K	0.02%	506
2023 Q1	$248K	Buy	+7,180	New	+$255K	0.02%	467
2020 Q2	–	Sell	-15,238	Closed	-$697K	–	248
2020 Q1	$697K	Buy	+15,238	New	+$773K	0.31%	70
2017 Q2	–	Sell	-3,550	Closed	-$295K	–	185
2017 Q1	$295K	Buy	3,550 +50	+1%	+$4.19K	0.18%	126
2016 Q4	$288K	Buy	+3,500	New	+$289K	0.23%	91

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

Meridian Wealth Management's WBA Position: Q3 2023 in Review

Meridian Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q3 2023, closing a stake of 7,485 shares — an estimated $213K sold.

Meridian Wealth Management first reported a position in WBA in Q4 2016 and held it in 5 quarters. The position peaked at $697K in Q1 2020. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

Meridian Wealth Management reported no remaining Walgreens Boots Alliance position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Management sold 7,485 Walgreens Boots Alliance shares in Q3 2023, an estimated $213K.
Meridian Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 5 quarters.
Meridian Wealth Management's Walgreens Boots Alliance position peaked at $697K in Q1 2020.
1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Meridian Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.