PCS
WBA

Personal CFO Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Personal CFO Solutions’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
2021
Q4 		– Sell
-15,931
Closed -$750K – 520
2021
Q3 		$750K Sell
15,931
-21
-0.1% -$1.01K 0.15% 135
2021
Q2 		$839K Buy
15,952
+1,052
+7% +$56.6K 0.17% 120
2021
Q1 		$818K Buy
14,900
+646
+5% +$31.9K 0.18% 109
2020
Q4 		$568K Buy
14,254
+6,214
+77% +$241K 0.14% 134
2020
Q3 		$0 Sell
8,040
-191
-2% -$7.47K ﹤0.01% 331
2020
Q2 		$349K Buy
+8,231
New +$350K 0.1% 182
2019
Q4 		– Sell
-5,751
Closed -$318K – 384
2019
Q3 		$318K Buy
+5,751
New +$308K 0.13% 189

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal CFO Solutions's WBA Position: Q4 2021 in Review

Personal CFO Solutions sold out of Walgreens Boots Alliance (WBA) in Q4 2021, closing a stake of 15,931 shares — an estimated $750K sold.

Personal CFO Solutions first reported a position in WBA in Q3 2019 and held it in 7 quarters. The position peaked at $839K in Q2 2021. 1,364 funds tracked by Wall St. Rank hold WBA as of Q4 2021.

  • Personal CFO Solutions reported no remaining Walgreens Boots Alliance position as of Q4 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 15,931 Walgreens Boots Alliance shares in Q4 2021, an estimated $750K.
  • Personal CFO Solutions first reported a position in Walgreens Boots Alliance in Q3 2019 and held it in 7 quarters.
  • Personal CFO Solutions's Walgreens Boots Alliance position peaked at $839K in Q2 2021.
  • 1,364 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2021.

Based on Personal CFO Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.