SVWAG
WBA

Sound View Wealth Advisors Group’s Walgreens Boots Alliance WBA Stock Holding History

Sound View Wealth Advisors 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
2024
Q2 		– Sell
-10,523
Closed -$228K – 373
2024
Q1 		$228K Sell
10,523
-485
-4% -$10.8K 0.02% 341
2023
Q4 		$287K Buy
11,008
+207
+2% +$4.63K 0.03% 316
2023
Q3 		$240K Sell
10,801
-47
-0.4% -$1.25K 0.03% 320
2023
Q2 		$309K Buy
10,848
+48
+0.4% +$1.56K 0.04% 281
2023
Q1 		$373K Sell
10,800
-208
-2% -$7.38K 0.05% 258
2022
Q4 		$287K Buy
11,008
+1,798
+20% +$67.6K 0.03% 316
2022
Q3 		$289K Hold
9,210
– – 0.06% 217
2022
Q2 		$349K Sell
9,210
-1,340
-13% -$57.6K 0.07% 204
2022
Q1 		$472K Sell
10,550
-315
-3% -$15.5K 0.09% 181
2021
Q4 		$567K Sell
10,865
-300
-3% -$14.5K 0.11% 169
2021
Q3 		$525K Hold
11,165
– – 0.11% 161
2021
Q2 		$587K Sell
11,165
-319
-3% -$17.2K 0.12% 155
2021
Q1 		$630K Buy
11,484
+2
+0% +$99 0.15% 137
2020
Q4 		$458K Buy
11,482
+2,404
+26% +$93.1K 0.11% 162
2020
Q3 		$326K Sell
9,078
-2,122
-19% -$83K 0.09% 183
2020
Q2 		$475K Buy
11,200
+162
+1% +$6.88K 0.13% 134
2020
Q1 		$505K Buy
11,038
+208
+2% +$10.6K 0.17% 120
2019
Q4 		$639K Buy
10,830
+307
+3% +$17.7K 0.18% 124
2019
Q3 		$582K Sell
10,523
-1,101
-9% -$59K 0.17% 127
2019
Q2 		$635K Buy
+11,624
New +$618K 0.19% 125

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Sound View Wealth Advisors Group's WBA Position: Q2 2024 in Review

Sound View Wealth Advisors Group sold out of Walgreens Boots Alliance (WBA) in Q2 2024, closing a stake of 10,523 shares — an estimated $228K sold.

Sound View Wealth Advisors Group first reported a position in WBA in Q2 2019 and held it in 20 quarters. The position peaked at $639K in Q4 2019. 932 funds tracked by Wall St. Rank hold WBA as of Q2 2024.

  • Sound View Wealth Advisors Group reported no remaining Walgreens Boots Alliance position as of Q2 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 10,523 Walgreens Boots Alliance shares in Q2 2024, an estimated $228K.
  • Sound View Wealth Advisors Group first reported a position in Walgreens Boots Alliance in Q2 2019 and held it in 20 quarters.
  • Sound View Wealth Advisors Group's Walgreens Boots Alliance position peaked at $639K in Q4 2019.
  • 932 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2024, filed 5 Aug 2024.