PPWM
WBA

PFG Private Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

PFG Private 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
2023
Q1 		– Sell
-50
Closed -$2K – 393
2022
Q4 		$2K Hold
50
– – ﹤0.01% 300
2022
Q3 		$2K Hold
50
– – ﹤0.01% 317
2022
Q2 		$2K Hold
50
– – ﹤0.01% 296
2022
Q1 		$2K Hold
50
– – ﹤0.01% 283
2021
Q4 		$3K Hold
50
– – ﹤0.01% 281
2021
Q3 		$2K Buy
+50
New +$2.41K ﹤0.01% 284

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

PFG Private Wealth Management's WBA Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 50 shares — an estimated $2K sold.

PFG Private Wealth Management first reported a position in WBA in Q3 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • PFG Private Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 50 Walgreens Boots Alliance shares in Q1 2023, an estimated $2K.
  • PFG Private Wealth Management first reported a position in Walgreens Boots Alliance in Q3 2021 and held it in 6 quarters.
  • PFG Private Wealth Management's Walgreens Boots Alliance position peaked at $3K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.