San Luis Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

San Luis 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
2025 Q1	–	Sell	-88,359	Closed	-$824K	–	165
2024 Q4	$824K	Buy	+88,359	New	+$820K	0.16%	68
2023 Q2	–	Sell	-6,291	Closed	-$218K	–	190
2023 Q1	$218K	Buy	+6,291	New	+$223K	0.08%	151
2022 Q2	–	Sell	-3,819	Closed	-$199K	–	422
2022 Q1	$199K	Buy	+3,819	New	+$188K	0.1%	152

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

San Luis Wealth Advisors's WBA Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 88,359 shares — an estimated $824K sold.

San Luis Wealth Advisors first reported a position in WBA in Q1 2022 and held it in 3 quarters. The position peaked at $824K in Q4 2024. 853 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

San Luis Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 88,359 Walgreens Boots Alliance shares in Q1 2025, an estimated $824K.
San Luis Wealth Advisors first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 3 quarters.
San Luis Wealth Advisors's Walgreens Boots Alliance position peaked at $824K in Q4 2024.
853 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.