PFG
WBA

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

Pinnacle 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
Q1 		– Sell
-5,507
Closed -$206K – 68
2022
Q4 		$206K Buy
+5,507
New +$207K 0.15% 65
2022
Q3 		– Sell
-5,577
Closed -$211K – 64
2022
Q2 		$211K Sell
5,577
-237
-4% -$10.2K 0.18% 59
2022
Q1 		$260K Buy
5,814
+261
+5% +$12.8K 0.21% 54
2021
Q4 		$290K Buy
+5,553
New +$269K 0.22% 53

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

Pinnacle Financial Group's WBA Position: Q1 2023 in Review

Pinnacle Financial Group sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,507 shares — an estimated $206K sold.

Pinnacle Financial Group first reported a position in WBA in Q4 2021 and held it in 4 quarters. The position peaked at $290K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Pinnacle Financial Group reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Financial Group sold 5,507 Walgreens Boots Alliance shares in Q1 2023, an estimated $206K.
  • Pinnacle Financial Group first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 4 quarters.
  • Pinnacle Financial Group's Walgreens Boots Alliance position peaked at $290K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Pinnacle Financial Group's 13F filing for Q1 2023, filed 11 May 2023.