RIA Advisory Group’s Walgreens Boots Alliance WBA Stock Holding History

RIA Advisory 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
2024 Q1	–	Sell	-5,703	Closed	-$370K	–	217
2023 Q4	$370K	Buy	+5,703	New	+$127K	0.15%	74

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

RIA Advisory Group's WBA Position: Q1 2024 in Review

RIA Advisory Group sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 5,703 shares — an estimated $370K sold.

RIA Advisory Group first reported a position in WBA in Q4 2023 and held it in 1 quarter. The position peaked at $370K in Q4 2023. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

RIA Advisory Group reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
RIA Advisory Group sold 5,703 Walgreens Boots Alliance shares in Q1 2024, an estimated $370K.
RIA Advisory Group first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 1 quarter.
RIA Advisory Group's Walgreens Boots Alliance position peaked at $370K in Q4 2023.
995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.