OWA
WBA

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return