SVWA
WBA

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

Sound View Wealth Advisors’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
2019
Q1 		$650K Hold
10,270
– – 0.2% 115
2018
Q4 		$702K Buy
+10,270
New +$796K 0.25% 107

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Sound View Wealth Advisors's WBA Position: Q1 2019 in Review

Sound View Wealth Advisors held its Walgreens Boots Alliance (WBA) position steady in Q1 2019 at 10,270 shares worth $650K. The position accounts for 0.2% of the portfolio, ranked #115.

Sound View Wealth Advisors first reported a position in WBA in Q4 2018 and has held it in 2 quarters since. The position peaked at $702K in Q4 2018. 1,369 funds tracked by Wall St. Rank hold WBA as of Q1 2019.

  • Sound View Wealth Advisors held 10,270 shares of Walgreens Boots Alliance worth $650K as of Q1 2019.
  • Sound View Wealth Advisors left its Walgreens Boots Alliance share count unchanged in Q1 2019.
  • Walgreens Boots Alliance made up 0.2% of Sound View Wealth Advisors's portfolio in Q1 2019, its #115 holding.
  • Sound View Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Walgreens Boots Alliance position peaked at $702K in Q4 2018.
  • 1,369 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.