OneDigital Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

OneDigital Investment 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
2024 Q1	–	Sell	-8,893	Closed	-$232K	–	1165
2023 Q4	$232K	Buy	+8,893	New	+$199K	﹤0.01%	1003
2021 Q3	–	Sell	-3,836	Closed	-$202K	–	815
2021 Q2	$202K	Hold	3,836	–	–	0.01%	683
2021 Q1	$211K	Buy	+3,836	New	+$190K	0.01%	602
2020 Q1	–	Sell	-7,602	Closed	-$448K	–	636
2019 Q4	$448K	Sell	7,602 -717	-9%	-$41.3K	0.04%	329
2019 Q3	$461K	Buy	8,319 +7,119	+593%	+$381K	0.04%	287
2019 Q2	$66K	Sell	1,200 -4,656	-80%	-$248K	0.01%	521
2019 Q1	$325K	Sell	5,856 -254	-4%	-$17.3K	0.05%	219
2018 Q4	$418K	Buy	6,110 +1,180	+24%	+$91.5K	0.07%	181
2018 Q3	$359K	Buy	4,930 +4	+0.1%	+$272	0.08%	126
2018 Q2	$296K	Hold	4,926	–	–	0.06%	169
2018 Q1	$323K	Buy	4,926 +331	+7%	+$23.6K	0.07%	174
2017 Q4	$334K	Buy	+4,595	New	+$324K	0.04%	170
2017 Q3	–	Sell	-4,610	Closed	-$361K	–	1176
2017 Q2	$361K	Buy	+4,610	New	+$379K	0.11%	148

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 $733B AUM 35.63% 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

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

OneDigital Investment Advisors's WBA Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 8,893 shares — an estimated $232K sold.

OneDigital Investment Advisors first reported a position in WBA in Q2 2017 and held it in 13 quarters. The position peaked at $461K in Q3 2019. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

OneDigital Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 8,893 Walgreens Boots Alliance shares in Q1 2024, an estimated $232K.
OneDigital Investment Advisors first reported a position in Walgreens Boots Alliance in Q2 2017 and held it in 13 quarters.
OneDigital Investment Advisors's Walgreens Boots Alliance position peaked at $461K in Q3 2019.
995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.