PCWA
WBA

Pacific Capital Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Pacific Capital 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
2020
Q4 		– Sell
-500
Closed -$18K – 201
2020
Q3 		$18K Buy
+500
New +$19.5K 0.01% 150

Other funds holding WBA

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's WBA Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2020, closing a stake of 500 shares — an estimated $18K sold.

Pacific Capital Wealth Advisors first reported a position in WBA in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 1,186 funds tracked by Wall St. Rank hold WBA as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 500 Walgreens Boots Alliance shares in Q4 2020, an estimated $18K.
  • Pacific Capital Wealth Advisors first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Walgreens Boots Alliance position peaked at $18K in Q3 2020.
  • 1,186 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.