PCMC
WBA

Planning Capital Management Corporation’s Walgreens Boots Alliance WBA Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$8.09K Buy
903
+901
+45,050% +$9.27K 0.01% 464
2024
Q2 		$25 Buy
+2
New +$34 ﹤0.01% 701

Other funds holding WBA

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Planning Capital Management Corporation's WBA Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Walgreens Boots Alliance (WBA) stake by 45,050% in Q3 2024, buying an estimated $9.27K and bringing the position to 903 shares worth $8.09K. The position accounts for 0.01% of the portfolio, ranked #464.

Planning Capital Management Corporation first reported a position in WBA in Q2 2024 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Planning Capital Management Corporation held 903 shares of Walgreens Boots Alliance worth $8.09K as of Q3 2024.
  • Planning Capital Management Corporation bought 901 Walgreens Boots Alliance shares in Q3 2024, an estimated $9.27K.
  • Walgreens Boots Alliance made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #464 holding.
  • Planning Capital Management Corporation first reported a position in Walgreens Boots Alliance in Q2 2024 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.