NewEdge Wealth’s Walgreens Boots Alliance WBA Stock Holding History

NewEdge Wealth’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 Q3	–	Sell	-21,204	Closed	-$804K	–	605
2022 Q2	$804K	Buy	+21,204	New	+$912K	0.04%	313

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NewEdge Wealth's WBA Position: Q3 2022 in Review

NewEdge Wealth sold out of Walgreens Boots Alliance (WBA) in Q3 2022, closing a stake of 21,204 shares — an estimated $804K sold.

NewEdge Wealth first reported a position in WBA in Q2 2022 and held it in 1 quarter. The position peaked at $804K in Q2 2022. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

NewEdge Wealth reported no remaining Walgreens Boots Alliance position as of Q3 2022 after selling out during the quarter.
NewEdge Wealth sold 21,204 Walgreens Boots Alliance shares in Q3 2022, an estimated $804K.
NewEdge Wealth first reported a position in Walgreens Boots Alliance in Q2 2022 and held it in 1 quarter.
NewEdge Wealth's Walgreens Boots Alliance position peaked at $804K in Q2 2022.
1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on NewEdge Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.