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

Personal 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
2021
Q3 		– Sell
-45
Closed -$2K – 392
2021
Q2 		$2K Buy
+45
New +$2.42K ﹤0.01% 399
2020
Q1 		– Sell
-39
Closed -$2K – 614
2019
Q4 		$2K Hold
39
– – ﹤0.01% 371
2019
Q3 		$2K Hold
39
– – ﹤0.01% 379
2019
Q2 		$2K Buy
+39
New +$2.07K ﹤0.01% 287

Other funds holding WBA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Personal Wealth Partners's WBA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2021, closing a stake of 45 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in WBA in Q2 2019 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 1,232 funds tracked by Wall St. Rank hold WBA as of Q3 2021.

  • Personal Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 45 Walgreens Boots Alliance shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Walgreens Boots Alliance position peaked at $2K in Q2 2021.
  • 1,232 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.