MFS
WBA

Mirabella Financial Services’s Walgreens Boots Alliance WBA Stock Holding History

Mirabella Financial Services’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
-53,613
Closed -$648K – 455
2024
Q2 		$648K Buy
53,613
+44,162
+467% +$749K 0.05% 222
2024
Q1 		$205K Buy
+9,451
New +$210K 0.01% 457
2023
Q3 		– Sell
-7,794
Closed -$222K – 640
2023
Q2 		$222K Buy
+7,794
New +$254K 0.02% 415
2022
Q4 		– Sell
-26,883
Closed -$848K – 537
2022
Q3 		$848K Buy
+26,883
New +$996K 0.09% 128
2021
Q4 		– Sell
-16,709
Closed -$786K – 622
2021
Q3 		$786K Buy
16,709
+7,317
+78% +$353K 0.1% 181
2021
Q2 		$494K Buy
+9,392
New +$505K 0.09% 168
2021
Q1 		– Sell
-24,960
Closed -$339K – 427
2020
Q4 		$339K Sell
24,960
-38,401
-61% -$1.49M 0.04% 199
2020
Q3 		$2.28M Buy
63,361
+58,121
+1,109% +$2.27M 0.31% 51
2020
Q2 		$222K Buy
+5,240
New +$223K 0.05% 144

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

Mirabella Financial Services's WBA Position: Q3 2024 in Review

Mirabella Financial Services sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 53,613 shares — an estimated $648K sold.

Mirabella Financial Services first reported a position in WBA in Q2 2020 and held it in 9 quarters. The position peaked at $2.28M in Q3 2020. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Mirabella Financial Services reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 53,613 Walgreens Boots Alliance shares in Q3 2024, an estimated $648K.
  • Mirabella Financial Services first reported a position in Walgreens Boots Alliance in Q2 2020 and held it in 9 quarters.
  • Mirabella Financial Services's Walgreens Boots Alliance position peaked at $2.28M in Q3 2020.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.