MWA
WBA

Midland Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Midland Wealth 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
2024
Q3 		– Sell
-17,366
Closed -$210K – 231
2024
Q2 		$210K Buy
17,366
+5,729
+49% +$97.2K 0.01% 210
2024
Q1 		$252K Sell
11,637
-6,802
-37% -$151K 0.02% 174
2023
Q4 		$481K Buy
+18,439
New +$412K 0.03% 137

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Midland Wealth Advisors's WBA Position: Q3 2024 in Review

Midland Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 17,366 shares — an estimated $210K sold.

Midland Wealth Advisors first reported a position in WBA in Q4 2023 and held it in 3 quarters. The position peaked at $481K in Q4 2023. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Midland Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Midland Wealth Advisors sold 17,366 Walgreens Boots Alliance shares in Q3 2024, an estimated $210K.
  • Midland Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 3 quarters.
  • Midland Wealth Advisors's Walgreens Boots Alliance position peaked at $481K in Q4 2023.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Midland Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.