One Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

One 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
2023 Q1	–	Sell	-354	Closed	-$13.2K	–	598
2022 Q4	$13.2K	Buy	+354	New	+$13.3K	﹤0.01%	590
2020 Q2	–	Sell	-5,217	Closed	-$239K	–	99
2020 Q1	$239K	Buy	+5,217	New	+$265K	0.24%	66
2019 Q4	–	Sell	-6,934	Closed	-$384K	–	130
2019 Q3	$384K	Sell	6,934 -1,217	-15%	-$65.2K	0.34%	43
2019 Q2	$446K	Sell	8,151 -221	-3%	-$11.7K	0.37%	42
2019 Q1	$530K	Buy	8,372 +2,564	+44%	+$175K	0.43%	31
2018 Q4	$397K	Buy	5,808 +521	+10%	+$40.4K	0.4%	39
2018 Q3	$385K	Buy	5,287 +5,277	+52,770%	+$358K	0.29%	59
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	545
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	507
2017 Q4	$1K	Buy	+10	New	+$704	﹤0.01%	551

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

One Wealth Advisors's WBA Position: Q1 2023 in Review

One Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 354 shares — an estimated $13.2K sold.

One Wealth Advisors first reported a position in WBA in Q4 2017 and held it in 10 quarters. The position peaked at $530K in Q1 2019. 1,236 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

One Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 354 Walgreens Boots Alliance shares in Q1 2023, an estimated $13.2K.
One Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 10 quarters.
One Wealth Advisors's Walgreens Boots Alliance position peaked at $530K in Q1 2019.
1,236 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.