SSWG
WBA

Seven Springs Wealth Group’s Walgreens Boots Alliance WBA Stock Holding History

Seven Springs Wealth 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
2021
Q2 		– Sell
-3,296
Closed -$181K – 138
2021
Q1 		$181K Hold
3,296
– – 0.09% 55
2020
Q4 		$131K Hold
3,296
– – 0.07% 60
2020
Q3 		$118K Sell
3,296
-661
-17% -$25.8K 0.07% 61
2020
Q2 		$168K Hold
3,957
– – 0.11% 47
2020
Q1 		$181K Hold
3,957
– – 0.13% 49
2019
Q4 		$233K Buy
+3,957
New +$228K 0.16% 44

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

Seven Springs Wealth Group's WBA Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 3,296 shares — an estimated $181K sold.

Seven Springs Wealth Group first reported a position in WBA in Q4 2019 and held it in 6 quarters. The position peaked at $233K in Q4 2019. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

  • Seven Springs Wealth Group reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,296 Walgreens Boots Alliance shares in Q2 2021, an estimated $181K.
  • Seven Springs Wealth Group first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 6 quarters.
  • Seven Springs Wealth Group's Walgreens Boots Alliance position peaked at $233K in Q4 2019.
  • 1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.