MWM
WBA

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

Mission 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
-8,704
Closed -$325K – 562
2022
Q4 		$325K Buy
+8,704
New +$327K 0.02% 407
2022
Q3 		– Sell
-5,717
Closed -$217K – 539
2022
Q2 		$217K Sell
5,717
-242
-4% -$10.4K 0.01% 465
2022
Q1 		$267K Sell
5,959
-23
-0.4% -$1.13K 0.01% 448
2021
Q4 		$312K Buy
5,982
+59
+1% +$2.86K 0.01% 425
2021
Q3 		$279K Sell
5,923
-40
-0.7% -$1.93K 0.01% 429
2021
Q2 		$314K Sell
5,963
-341
-5% -$18.3K 0.02% 383
2021
Q1 		$346K Sell
6,304
-1,091
-15% -$53.9K 0.02% 333
2020
Q4 		$295K Buy
7,395
+137
+2% +$5.31K 0.02% 339
2020
Q3 		$261K Sell
7,258
-1,400
-16% -$54.7K 0.02% 300
2020
Q2 		$367K Sell
8,658
-72
-0.8% -$3.06K 0.03% 220
2020
Q1 		$399K Sell
8,730
-2,245
-20% -$114K 0.04% 179
2019
Q4 		$647K Buy
10,975
+147
+1% +$8.47K 0.06% 152
2019
Q3 		$599K Buy
+10,828
New +$580K 0.06% 152
2019
Q2 		– Sell
-3,536
Closed -$224K – 338
2019
Q1 		$224K Buy
3,536
+412
+13% +$28.1K 0.03% 288
2018
Q4 		$213K Buy
3,124
+175
+6% +$13.6K 0.03% 251
2018
Q3 		$215K Buy
+2,949
New +$200K 0.03% 264

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Mission Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 8,704 shares — an estimated $325K sold.

Mission Wealth Management first reported a position in WBA in Q3 2018 and held it in 16 quarters. The position peaked at $647K in Q4 2019. 1,236 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Mission Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Mission Wealth Management sold 8,704 Walgreens Boots Alliance shares in Q1 2023, an estimated $325K.
  • Mission Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2018 and held it in 16 quarters.
  • Mission Wealth Management's Walgreens Boots Alliance position peaked at $647K in Q4 2019.
  • 1,236 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Mission Wealth Management's 13F filing for Q1 2023, filed 7 Apr 2023.