PGWM
WBA

Parisi Gray Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Parisi Gray Wealth Management’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
2018
Q1 		– Sell
-15
Closed -$1K – 661
2017
Q4 		$1K Buy
+15
New +$1.06K ﹤0.01% 640

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State Street
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Wellington Management Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parisi Gray Wealth Management's WBA Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Parisi Gray Wealth Management first reported a position in WBA in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 1,315 funds tracked by Wall St. Rank hold WBA as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 15 Walgreens Boots Alliance shares in Q1 2018, an estimated $1K.
  • Parisi Gray Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Walgreens Boots Alliance position peaked at $1K in Q4 2017.
  • 1,315 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.