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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

River Wealth Advisors's WBA Position: Q3 2021 in Review

River Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2021, closing a stake of 4,445 shares — an estimated $234K sold.

River Wealth Advisors first reported a position in WBA in Q4 2016 and held it in 9 quarters. The position peaked at $657K in Q1 2017. 1,232 funds tracked by Wall St. Rank hold WBA as of Q3 2021.

River Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2021 after selling out during the quarter.
River Wealth Advisors sold 4,445 Walgreens Boots Alliance shares in Q3 2021, an estimated $234K.
River Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 9 quarters.
River Wealth Advisors's Walgreens Boots Alliance position peaked at $657K in Q1 2017.
1,232 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2021.

Based on River Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.