SCM
WBA

Shelton Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Shelton Capital Management’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
2015
Q3 		– Sell
-4,000
Closed -$338K – 782
2015
Q2 		$338K Hold
4,000
– – 0.04% 530
2015
Q1 		$339K Buy
+4,000
New +$319K 0.04% 540

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Capital Management's WBA Position: Q3 2024 in Review

Shelton Capital Management sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 125,610 shares — an estimated $1.52M sold.

Shelton Capital Management first reported a position in WBA in Q2 2013 and held it in 45 quarters. The position peaked at $16.2M in Q3 2018. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Shelton Capital Management reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Shelton Capital Management sold 125,610 Walgreens Boots Alliance shares in Q3 2024, an estimated $1.52M.
  • Shelton Capital Management first reported a position in Walgreens Boots Alliance in Q2 2013 and held it in 45 quarters.
  • Shelton Capital Management's Walgreens Boots Alliance position peaked at $16.2M in Q3 2018.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Shelton Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.