SIC
WBA

SJS Investment Consulting’s Walgreens Boots Alliance WBA Stock Holding History

SJS Investment Consulting’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
-1,945
Closed -$17.4K – 1711
2024
Q3 		$17.4K Sell
1,945
-38
-2% -$391 ﹤0.01% 298
2024
Q2 		$24K Sell
1,983
-26
-1% -$441 ﹤0.01% 250
2024
Q1 		$43.6K Sell
2,009
-1
-0% -$22 0.01% 198
2023
Q4 		$52.5K Sell
2,010
-7
-0.3% -$156 0.01% 164
2023
Q3 		$44.9K Buy
2,017
+14
+0.7% +$372 0.01% 167
2023
Q2 		$57.1K Sell
2,003
-14
-0.7% -$456 0.01% 146
2023
Q1 		$69.7K Hold
2,017
– – 0.02% 128
2022
Q4 		$75.4K Buy
2,017
+33
+2% +$1.24K 0.02% 131
2022
Q3 		$63K Buy
+1,984
New +$73.5K 0.02% 143
2022
Q1 		$88K Buy
1,949
+16
+0.8% +$787 0.03% 136
2021
Q4 		$101K Buy
+1,933
New +$93.6K 0.03% 126

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

SJS Investment Consulting's WBA Position: Q4 2024 in Review

SJS Investment Consulting sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 1,945 shares — an estimated $17.4K sold.

SJS Investment Consulting first reported a position in WBA in Q4 2021 and held it in 11 quarters. The position peaked at $101K in Q4 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • SJS Investment Consulting reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • SJS Investment Consulting sold 1,945 Walgreens Boots Alliance shares in Q4 2024, an estimated $17.4K.
  • SJS Investment Consulting first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 11 quarters.
  • SJS Investment Consulting's Walgreens Boots Alliance position peaked at $101K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on SJS Investment Consulting's 13F filing for Q4 2024, filed 21 Jan 2025.