PF
WBA

Phoenix Financial’s Walgreens Boots Alliance WBA Stock Holding History

Phoenix Financial’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
2022
Q1 		– Sell
-4,000
Closed -$210K – 452
2021
Q4 		$210K Buy
+4,000
New +$194K ﹤0.01% 362

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Phoenix Financial's WBA Position: Q1 2022 in Review

Phoenix Financial sold out of Walgreens Boots Alliance (WBA) in Q1 2022, closing a stake of 4,000 shares — an estimated $210K sold.

Phoenix Financial first reported a position in WBA in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold WBA as of Q1 2022.

  • Phoenix Financial reported no remaining Walgreens Boots Alliance position as of Q1 2022 after selling out during the quarter.
  • Phoenix Financial sold 4,000 Walgreens Boots Alliance shares in Q1 2022, an estimated $210K.
  • Phoenix Financial first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 1 quarter.
  • Phoenix Financial's Walgreens Boots Alliance position peaked at $210K in Q4 2021.
  • 1,312 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2022.

Based on Phoenix Financial's 13F filing for Q1 2022, filed 10 May 2022.