SW
WBA

SkyOak Wealth’s Walgreens Boots Alliance WBA Stock Holding History

SkyOak Wealth’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
2023
Q2 		– Sell
-6,135
Closed -$212K – 269
2023
Q1 		$212K Buy
+6,135
New +$218K 0.06% 219
2022
Q4 		– Sell
-6,435
Closed -$202K – 244
2022
Q3 		$202K Hold
6,435
– – 0.07% 195
2022
Q2 		$244K Buy
+6,435
New +$277K 0.08% 177
2020
Q1 		– Sell
-3,456
Closed -$204K – 318
2019
Q4 		$204K Buy
+3,456
New +$199K 0.06% 290

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

SkyOak Wealth's WBA Position: Q2 2023 in Review

SkyOak Wealth sold out of Walgreens Boots Alliance (WBA) in Q2 2023, closing a stake of 6,135 shares — an estimated $212K sold.

SkyOak Wealth first reported a position in WBA in Q4 2019 and held it in 4 quarters. The position peaked at $244K in Q2 2022. 1,147 funds tracked by Wall St. Rank hold WBA as of Q2 2023.

  • SkyOak Wealth reported no remaining Walgreens Boots Alliance position as of Q2 2023 after selling out during the quarter.
  • SkyOak Wealth sold 6,135 Walgreens Boots Alliance shares in Q2 2023, an estimated $212K.
  • SkyOak Wealth first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 4 quarters.
  • SkyOak Wealth's Walgreens Boots Alliance position peaked at $244K in Q2 2022.
  • 1,147 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.