Sterling Investment Advisors (Pennsylvania)’s Walgreens Boots Alliance WBA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-160	Closed	-$6K	–	520
2022 Q2	$6K	Hold	160	–	–	﹤0.01%	445
2022 Q1	$7K	Hold	160	–	–	﹤0.01%	475
2021 Q4	$8K	Hold	160	–	–	﹤0.01%	461
2021 Q3	$8K	Hold	160	–	–	﹤0.01%	454
2021 Q2	$8K	Hold	160	–	–	﹤0.01%	439
2021 Q1	$9K	Hold	160	–	–	﹤0.01%	414
2020 Q4	$6K	Hold	160	–	–	﹤0.01%	403
2020 Q3	$6K	Hold	160	–	–	﹤0.01%	374
2020 Q2	$6K	Hold	160	–	–	﹤0.01%	374
2020 Q1	$7K	Hold	160	–	–	﹤0.01%	336
2019 Q4	$9K	Hold	160	–	–	﹤0.01%	346
2019 Q3	$9K	Hold	160	–	–	﹤0.01%	349
2019 Q2	$9K	Hold	160	–	–	﹤0.01%	357
2019 Q1	$10K	Hold	160	–	–	0.01%	348
2018 Q4	$10K	Hold	160	–	–	0.01%	330
2018 Q3	$12K	Hold	160	–	–	0.01%	346
2018 Q2	$9K	Hold	160	–	–	0.01%	334
2018 Q1	$10K	Hold	160	–	–	0.01%	320
2017 Q4	$12K	Hold	160	–	–	0.01%	289
2017 Q3	$12K	Hold	160	–	–	0.01%	288
2017 Q2	$13K	Hold	160	–	–	0.01%	284
2017 Q1	$13K	Hold	160	–	–	0.01%	280
2016 Q4	$13K	Buy	+160	New	+$13.2K	0.01%	246

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s WBA Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Walgreens Boots Alliance (WBA) in Q3 2022, closing a stake of 160 shares — an estimated $6K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WBA in Q4 2016 and held it in 23 quarters. The position peaked at $13K in Q2 2017. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Walgreens Boots Alliance position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 160 Walgreens Boots Alliance shares in Q3 2022, an estimated $6K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Walgreens Boots Alliance in Q4 2016 and held it in 23 quarters.
Sterling Investment Advisors (Pennsylvania)'s Walgreens Boots Alliance position peaked at $13K in Q2 2017.
1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.