Point View Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Point View 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
2020 Q4	$874K	Sell	21,910 -277	-1%	-$10.7K	0.35%	93
2020 Q3	$797K	Sell	22,187 -3,879	-15%	-$152K	0.38%	90
2020 Q2	$1.1M	Sell	26,066 -413	-2%	-$17.5K	0.53%	60
2020 Q1	$1.21M	Buy	26,479 +6,408	+32%	+$325K	0.66%	44
2019 Q4	$1.18M	Buy	20,071 +2,519	+14%	+$145K	0.49%	66
2019 Q3	$971K	Buy	17,552 +8,987	+105%	+$482K	0.44%	76
2019 Q2	$468K	Buy	+8,565	New	+$455K	0.2%	149

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Point View Wealth Management's WBA Position: Q4 2020 in Review

Point View Wealth Management reduced its Walgreens Boots Alliance (WBA) stake by 1.2% in Q4 2020, selling an estimated $10.7K and leaving 21,910 shares worth $874K. The position accounts for 0.35% of the portfolio, ranked #93.

Point View Wealth Management first reported a position in WBA in Q2 2019 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2020. 1,186 funds tracked by Wall St. Rank hold WBA as of Q4 2020.

Point View Wealth Management held 21,910 shares of Walgreens Boots Alliance worth $874K as of Q4 2020.
Point View Wealth Management sold 277 Walgreens Boots Alliance shares in Q4 2020, an estimated $10.7K.
Walgreens Boots Alliance made up 0.35% of Point View Wealth Management's portfolio in Q4 2020, its #93 holding.
Point View Wealth Management first reported a position in Walgreens Boots Alliance in Q2 2019 and has held it in 7 quarters since.
Point View Wealth Management's Walgreens Boots Alliance position peaked at $1.21M in Q1 2020.
1,186 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.