PWP
WBA

Principle Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-1,100
Closed -$47K – 432
2020
Q2 		$47K Buy
+1,100
New +$46.7K 0.01% 282

Other funds holding WBA

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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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Principle Wealth Partners's WBA Position: Q3 2020 in Review

Principle Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2020, closing a stake of 1,100 shares — an estimated $47K sold.

Principle Wealth Partners first reported a position in WBA in Q2 2020 and held it in 1 quarter. The position peaked at $47K in Q2 2020. 1,134 funds tracked by Wall St. Rank hold WBA as of Q3 2020.

  • Principle Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,100 Walgreens Boots Alliance shares in Q3 2020, an estimated $47K.
  • Principle Wealth Partners first reported a position in Walgreens Boots Alliance in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Walgreens Boots Alliance position peaked at $47K in Q2 2020.
  • 1,134 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.