SIC
WBA

Samalin Investment Counsel’s Walgreens Boots Alliance WBA Stock Holding History

Samalin Investment Counsel’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
Q4 		– Sell
-13,173
Closed -$118K – 322
2024
Q3 		$118K Buy
+13,173
New +$136K 0.05% 275
2021
Q3 		– Sell
-4,138
Closed -$218K – 253
2021
Q2 		$218K Buy
4,138
+34
+0.8% +$1.83K 0.14% 216
2021
Q1 		$225K Buy
+4,104
New +$203K 0.15% 201
2020
Q1 		– Sell
-2,184
Closed -$128K – 512
2019
Q4 		$128K Buy
+2,184
New +$126K 0.11% 196

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Samalin Investment Counsel's WBA Position: Q4 2024 in Review

Samalin Investment Counsel sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 13,173 shares — an estimated $118K sold.

Samalin Investment Counsel first reported a position in WBA in Q4 2019 and held it in 4 quarters. The position peaked at $225K in Q1 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Samalin Investment Counsel reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Samalin Investment Counsel sold 13,173 Walgreens Boots Alliance shares in Q4 2024, an estimated $118K.
  • Samalin Investment Counsel first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 4 quarters.
  • Samalin Investment Counsel's Walgreens Boots Alliance position peaked at $225K in Q1 2021.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Samalin Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.