OWP
WBA

Obermeyer Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-5,882
Closed -$220K – 241
2022
Q4 		$220K Buy
+5,882
New +$221K 0.02% 202
2013
Q3 		– Sell
-293,407
Closed -$13M – 278
2013
Q2 		$13M Buy
+293,407
New +$14.3M 3.59% 7

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Obermeyer Wealth Partners's WBA Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,882 shares — an estimated $220K sold.

Obermeyer Wealth Partners first reported a position in WBA in Q2 2013 and held it in 2 quarters. The position peaked at $13M in Q2 2013. 1,236 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Obermeyer Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 5,882 Walgreens Boots Alliance shares in Q1 2023, an estimated $220K.
  • Obermeyer Wealth Partners first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Walgreens Boots Alliance position peaked at $13M in Q2 2013.
  • 1,236 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.