NWWA
WBA

New Wave Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-391
Closed -$3.65K – 673
2024
Q4 		$3.65K Buy
+391
New +$3.63K ﹤0.01% 472

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New Wave Wealth Advisors's WBA Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 391 shares — an estimated $3.65K sold.

New Wave Wealth Advisors first reported a position in WBA in Q4 2024 and held it in 1 quarter. The position peaked at $3.65K in Q4 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 391 Walgreens Boots Alliance shares in Q1 2025, an estimated $3.65K.
  • New Wave Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Walgreens Boots Alliance position peaked at $3.65K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.