SWP
WBA

ShoreHaven Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

ShoreHaven Wealth Partners’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
-20
Closed -$1K – 252
2021
Q1 		$1K Hold
20
– – ﹤0.01% 274
2020
Q4 		$1K Buy
+20
New +$775 ﹤0.01% 254

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Aristotle Capital Management
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Northern Trust
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Invesco
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Dimensional Fund Advisors
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ShoreHaven Wealth Partners's WBA Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 20 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in WBA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 20 Walgreens Boots Alliance shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Walgreens Boots Alliance position peaked at $1K in Q1 2021.
  • 1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.