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

MinichMacGregor 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 Q1	–	Sell	-610	Closed	-$22.8K	–	651
2022 Q4	$22.8K	Buy	+610	New	+$22.9K	0.01%	293
2020 Q2	–	Sell	-39,493	Closed	-$1.72M	–	119
2020 Q1	$1.72M	Buy	+39,493	New	+$2M	1.54%	9
2019 Q1	–	Sell	-3,150	Closed	-$243K	–	115
2018 Q4	$243K	Buy	3,150 +2,590	+463%	+$201K	0.17%	85
2018 Q3	$40K	Hold	560	–	–	0.03%	138
2018 Q2	$34K	Sell	560 -27	-5%	-$1.74K	0.02%	146
2018 Q1	$38K	Buy	587 +27	+5%	+$1.93K	0.03%	133
2017 Q4	$40K	Hold	560	–	–	0.03%	126
2017 Q3	$43K	Hold	560	–	–	0.04%	115
2017 Q2	$43K	Hold	560	–	–	0.04%	108
2017 Q1	$46K	Hold	560	–	–	0.04%	108
2016 Q4	$46K	Hold	560	–	–	0.04%	112
2016 Q3	$45K	Hold	560	–	–	0.04%	122
2016 Q2	$46K	Hold	560	–	–	0.04%	112
2016 Q1	$47K	Hold	560	–	–	0.05%	110
2015 Q4	$48K	Buy	+560	New	+$47.6K	0.04%	107

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

MinichMacGregor Wealth Management's WBA Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 610 shares — an estimated $22.8K sold.

MinichMacGregor Wealth Management first reported a position in WBA in Q4 2015 and held it in 15 quarters. The position peaked at $1.72M in Q1 2020. 1,236 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 610 Walgreens Boots Alliance shares in Q1 2023, an estimated $22.8K.
MinichMacGregor Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Walgreens Boots Alliance position peaked at $1.72M in Q1 2020.
1,236 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.