OPWM
WBA

Oak Point Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		– Sell
-2,554
Closed -$192K – 255
2017
Q4 		$192K Buy
+2,554
New +$180K 0.19% 102

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's WBA Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2018, closing a stake of 2,554 shares — an estimated $192K sold.

Oak Point Wealth Management first reported a position in WBA in Q4 2017 and held it in 1 quarter. The position peaked at $192K in Q4 2017. 1,315 funds tracked by Wall St. Rank hold WBA as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 2,554 Walgreens Boots Alliance shares in Q1 2018, an estimated $192K.
  • Oak Point Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Walgreens Boots Alliance position peaked at $192K in Q4 2017.
  • 1,315 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.