Nadler Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

Nadler Financial Group’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 Q2	–	Sell	-6,802	Closed	-$235K	–	121
2023 Q1	$235K	Hold	6,802	–	–	0.04%	102
2022 Q4	$254K	Buy	6,802 +125	+2%	+$4.7K	0.04%	90
2022 Q3	$210K	Buy	6,677 +70	+1%	+$2.59K	0.04%	94
2022 Q2	$250K	Buy	+6,607	New	+$284K	0.05%	86
2014 Q4	–	Sell	-27,984	Closed	-$1.66M	–	89
2014 Q3	$1.66M	Sell	27,984 -1,483	-5%	-$97.3K	0.99%	12
2014 Q2	$2.18M	Buy	29,467 +686	+2%	+$47.9K	1.37%	11
2014 Q1	$1.9M	Buy	28,781 +16	+0.1%	+$1.01K	1.27%	11
2013 Q4	$1.65M	Sell	28,765 -11	-0%	-$640	1.07%	11
2013 Q3	$1.55M	Buy	28,776 +20	+0.1%	+$1K	1.12%	12
2013 Q2	$1.27M	Buy	+28,756	New	+$1.4M	0.9%	15

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nadler Financial Group's WBA Position: Q2 2023 in Review

Nadler Financial Group sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 6,802 shares — an estimated $235K sold.

Nadler Financial Group first reported a position in WBA in Q2 2013 and held it in 10 quarters. The position peaked at $2.18M in Q2 2014. 1,147 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

Nadler Financial Group reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
Nadler Financial Group sold 6,802 Walgreens Boots Alliance shares in Q2 2023, an estimated $235K.
Nadler Financial Group first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 10 quarters.
Nadler Financial Group's Walgreens Boots Alliance position peaked at $2.18M in Q2 2014.
1,147 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Nadler Financial Group's 13F filing for Q2 2023, filed 31 Jul 2023.