MSH Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

MSH Capital 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 Q1	–	Sell	-9,215	Closed	-$241K	–	224
2023 Q4	$241K	Sell	9,215 -15,667	-63%	-$350K	0.09%	183
2023 Q3	$553K	Sell	24,882 -37	-0.1%	-$984	0.22%	114
2023 Q2	$710K	Buy	24,919 +430	+2%	+$14K	0.26%	103
2023 Q1	$847K	Buy	24,489 +537	+2%	+$19.1K	0.36%	83
2022 Q4	$895K	Buy	23,952 +1,087	+5%	+$40.9K	0.4%	79
2022 Q3	$718K	Buy	22,865 +88	+0.4%	+$3.26K	0.35%	87
2022 Q2	$863K	Buy	22,777 +605	+3%	+$26K	0.4%	80
2022 Q1	$993K	Buy	22,172 +1,127	+5%	+$55.4K	0.41%	81
2021 Q4	$1.1M	Buy	+21,045	New	+$1.02M	0.49%	66

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MSH Capital Advisors's WBA Position: Q1 2024 in Review

MSH Capital Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 9,215 shares — an estimated $241K sold.

MSH Capital Advisors first reported a position in WBA in Q4 2021 and held it in 9 quarters. The position peaked at $1.1M in Q4 2021. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

MSH Capital Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
MSH Capital Advisors sold 9,215 Walgreens Boots Alliance shares in Q1 2024, an estimated $241K.
MSH Capital Advisors first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 9 quarters.
MSH Capital Advisors's Walgreens Boots Alliance position peaked at $1.1M in Q4 2021.
995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on MSH Capital Advisors's 13F filing for Q1 2024, filed 14 Feb 2025.