SHFA
WBA

SS&H Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

SS&H Financial 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
2023
Q1 		$675K Sell
19,515
-18,800
-49% -$667K 0.31% 72
2022
Q4 		$1.43M Sell
38,315
-200
-0.5% -$7.52K 0.68% 43
2022
Q3 		$1.21M Hold
38,515
– – 0.62% 49
2022
Q2 		$1.46M Sell
38,515
-500
-1% -$21.5K 0.67% 42
2022
Q1 		$1.75M Buy
+39,015
New +$1.92M 0.68% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

SS&H Financial Advisors's WBA Position: Q1 2023 in Review

SS&H Financial Advisors reduced its Walgreens Boots Alliance (WBA) stake by 49% in Q1 2023, selling an estimated $667K and leaving 19,515 shares worth $675K. The position accounts for 0.31% of the portfolio, ranked #72.

SS&H Financial Advisors first reported a position in WBA in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.75M in Q1 2022. 1,237 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • SS&H Financial Advisors held 19,515 shares of Walgreens Boots Alliance worth $675K as of Q1 2023.
  • SS&H Financial Advisors sold 18,800 Walgreens Boots Alliance shares in Q1 2023, an estimated $667K.
  • Walgreens Boots Alliance made up 0.31% of SS&H Financial Advisors's portfolio in Q1 2023, its #72 holding.
  • SS&H Financial Advisors first reported a position in Walgreens Boots Alliance in Q1 2022 and has held it in 5 quarters since.
  • SS&H Financial Advisors's Walgreens Boots Alliance position peaked at $1.75M in Q1 2022.
  • 1,237 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on SS&H Financial Advisors's 13F filing for Q1 2023, filed 4 May 2023.