PFG
WBA

Piershale Financial Group’s Walgreens Boots Alliance WBA Stock Holding History

Piershale Financial Group’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
Q2 		$18K Buy
633
+3
+0.5% +$98 0.01% 81
2023
Q1 		$21.8K Buy
630
+2
+0.3% +$71 0.02% 64
2022
Q4 		$23.5K Buy
+628
New +$23.6K 0.02% 61
2017
Q4 		– Sell
-2,720
Closed -$210K – 29
2017
Q3 		$210K Buy
2,720
+5
+0.2% +$401 0.12% 23
2017
Q2 		$225K Hold
2,715
– – 0.14% 21
2017
Q1 		$225K Buy
2,715
+2
+0.1% +$168 0.14% 21
2016
Q4 		$224K Buy
2,713
+3
+0.1% +$248 0.14% 22
2016
Q3 		$219K Buy
2,710
+2
+0.1% +$163 0.17% 16
2016
Q2 		$226K Buy
2,708
+2
+0.1% +$161 0.17% 16
2016
Q1 		$228K Sell
2,706
-1,052
-28% -$84K 0.13% 13
2015
Q4 		$320K Buy
3,758
+2
+0.1% +$170 0.19% 12
2015
Q3 		$312K Sell
3,756
-1,844
-33% -$167K 0.24% 10
2015
Q2 		$473K Buy
5,600
+2,002
+56% +$173K 0.36% 11
2015
Q1 		$305K Buy
3,598
+2,220
+161% +$177K 0.24% 11
2014
Q4 		$105K Sell
1,378
-5,417
-80% -$362K 0.07% 33
2014
Q3 		$403K Buy
6,795
+5,419
+394% +$355K 0.32% 27
2014
Q2 		$102K Buy
1,376
+1
+0.1% +$70 0.08% 34
2014
Q1 		$91K Sell
1,375
-252
-15% -$15.8K 0.11% 35
2013
Q4 		$93K Buy
1,627
+2
+0.1% +$116 0.13% 26
2013
Q3 		$87K Sell
1,625
-2,484
-60% -$125K 0.08% 34
2013
Q2 		$182K Buy
+4,109
New +$200K 0.35% 19

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Piershale Financial Group's WBA Position: Q2 2023 in Review

Piershale Financial Group increased its Walgreens Boots Alliance (WBA) stake by 0.48% in Q2 2023, buying an estimated $98 and bringing the position to 633 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #81.

Piershale Financial Group first reported a position in WBA in Q2 2013 and has held it in 21 quarters since. The position peaked at $473K in Q2 2015. 1,149 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • Piershale Financial Group held 633 shares of Walgreens Boots Alliance worth $18K as of Q2 2023.
  • Piershale Financial Group bought 3 Walgreens Boots Alliance shares in Q2 2023, an estimated $98.
  • Walgreens Boots Alliance made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #81 holding.
  • Piershale Financial Group first reported a position in Walgreens Boots Alliance in Q2 2013 and has held it in 21 quarters since.
  • Piershale Financial Group's Walgreens Boots Alliance position peaked at $473K in Q2 2015.
  • 1,149 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.