MLFP
WBA

MPS Loria Financial Planners’s Walgreens Boots Alliance WBA Stock Holding History

MPS Loria Financial Planners’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
2022
Q2 		– Sell
-4,939
Closed -$221K – 85
2022
Q1 		$221K Buy
4,939
+12
+0.2% +$590 0.09% 77
2021
Q4 		$257K Buy
4,927
+6
+0.1% +$291 0.1% 70
2021
Q3 		$231K Sell
4,921
-490
-9% -$23.6K 0.11% 72
2021
Q2 		$285K Buy
5,411
+10
+0.2% +$538 0.13% 61
2021
Q1 		$296K Sell
5,401
-94
-2% -$4.65K 0.14% 61
2020
Q4 		$227K Buy
5,495
+2,529
+85% +$98K 0.1% 71
2020
Q3 		$107K Sell
2,966
-482
-14% -$18.8K 0.06% 105
2020
Q2 		$146K Buy
+3,448
New +$146K 0.08% 81
2019
Q1 		– Sell
-3,079
Closed -$210K – 76
2018
Q4 		$210K Buy
3,079
+6
+0.2% +$465 0.15% 67
2018
Q3 		$224K Sell
3,073
-2,128
-41% -$144K 0.14% 66
2018
Q2 		$312K Sell
5,201
-361
-6% -$23.2K 0.31% 48
2018
Q1 		$364K Sell
5,562
-450
-7% -$32.2K 0.26% 44
2017
Q4 		$437K Buy
6,012
+17
+0.3% +$1.2K 0.3% 41
2017
Q3 		$463K Buy
5,995
+366
+7% +$29.3K 0.33% 35
2017
Q2 		$457K Buy
+5,629
New +$463K 0.31% 37

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPS Loria Financial Planners's WBA Position: Q2 2022 in Review

MPS Loria Financial Planners sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 4,939 shares — an estimated $221K sold.

MPS Loria Financial Planners first reported a position in WBA in Q2 2017 and held it in 15 quarters. The position peaked at $463K in Q3 2017. 1,288 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

  • MPS Loria Financial Planners reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4,939 Walgreens Boots Alliance shares in Q2 2022, an estimated $221K.
  • MPS Loria Financial Planners first reported a position in Walgreens Boots Alliance in Q2 2017 and held it in 15 quarters.
  • MPS Loria Financial Planners's Walgreens Boots Alliance position peaked at $463K in Q3 2017.
  • 1,288 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on MPS Loria Financial Planners's 13F filing for Q2 2022, filed 19 Jul 2022.