PWP
WBA

Perfromance Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Perfromance Wealth Partners’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
-5,540
Closed -$207K – 185
2022
Q4 		$207K Buy
+5,540
New +$208K 0.01% 158
2022
Q3 		– Sell
-6,540
Closed -$248K – 176
2022
Q2 		$248K Hold
6,540
– – 0.01% 138
2022
Q1 		$293K Sell
6,540
-500
-7% -$24.6K 0.01% 138
2021
Q4 		$367K Buy
+7,040
New +$341K 0.01% 133

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Perfromance Wealth Partners's WBA Position: Q1 2023 in Review

Perfromance Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,540 shares — an estimated $207K sold.

Perfromance Wealth Partners first reported a position in WBA in Q4 2021 and held it in 4 quarters. The position peaked at $367K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Perfromance Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Perfromance Wealth Partners sold 5,540 Walgreens Boots Alliance shares in Q1 2023, an estimated $207K.
  • Perfromance Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 4 quarters.
  • Perfromance Wealth Partners's Walgreens Boots Alliance position peaked at $367K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Perfromance Wealth Partners's 13F filing for Q1 2023, filed 20 Apr 2023.