RWA
WBA

River Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

River Wealth Advisors’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
2021
Q3 		– Sell
-4,445
Closed -$234K – 220
2021
Q2 		$234K Sell
4,445
-597
-12% -$32.1K 0.04% 198
2021
Q1 		$277K Buy
+5,042
New +$249K 0.05% 188
2019
Q1 		– Sell
-1,680
Closed -$115K – 503
2018
Q4 		$115K Sell
1,680
-232
-12% -$18K 0.05% 178
2018
Q3 		$139K Sell
1,912
-750
-28% -$50.9K 0.05% 185
2018
Q2 		$160K Buy
+2,662
New +$171K 0.06% 173
2017
Q4 		– Sell
-7,900
Closed -$610K – 166
2017
Q3 		$610K Sell
7,900
-290
-4% -$23.2K 0.28% 101
2017
Q2 		$641K Buy
8,190
+279
+4% +$23K 0.3% 101
2017
Q1 		$657K Buy
7,911
+2,495
+46% +$209K 0.32% 98
2016
Q4 		$448K Buy
+5,416
New +$448K 0.23% 116

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return