SWM
WBA

Sugarloaf Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$4.93K Hold
528
– – ﹤0.01% 576
2024
Q3 		$4.73K Hold
528
– – ﹤0.01% 575
2024
Q2 		$6.39K Sell
528
-11
-2% -$187 ﹤0.01% 515
2024
Q1 		$11.7K Hold
539
– – ﹤0.01% 467
2023
Q4 		$14.1K Hold
539
– – ﹤0.01% 448
2023
Q3 		$12K Hold
539
– – ﹤0.01% 445
2023
Q2 		$15.4K Sell
539
-537
-50% -$17.5K ﹤0.01% 427
2023
Q1 		$37.2K Sell
1,076
-173
-14% -$6.14K 0.01% 326
2022
Q4 		$46.6K Buy
1,249
+33
+3% +$1.24K 0.01% 295
2022
Q3 		$39K Buy
1,216
+34
+3% +$1.26K 0.01% 324
2022
Q2 		$45K Buy
1,182
+132
+13% +$5.67K 0.01% 306
2022
Q1 		$47K Buy
1,050
+5
+0.5% +$246 0.01% 292
2021
Q4 		$54K Buy
1,045
+5
+0.5% +$242 0.01% 284
2021
Q3 		$49K Buy
1,040
+4
+0.4% +$193 0.01% 271
2021
Q2 		$54K Buy
1,036
+5
+0.5% +$269 0.01% 259
2021
Q1 		$57 Buy
1,031
+5
+0.5% +$247 0.02% 256
2020
Q4 		$41K Buy
1,026
+5
+0.5% +$194 0.01% 275
2020
Q3 		$37K Buy
1,021
+6
+0.6% +$235 0.01% 271
2020
Q2 		$43K Buy
1,015
+5
+0.5% +$212 0.02% 259
2020
Q1 		$46K Buy
1,010
+948
+1,529% +$48.1K 0.02% 232
2019
Q4 		$4K Buy
+62
New +$3.57K ﹤0.01% 584

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's WBA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Walgreens Boots Alliance (WBA) position steady in Q4 2024 at 528 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Sugarloaf Wealth Management first reported a position in WBA in Q4 2019 and has held it in 21 quarters since. The position peaked at $54K in Q4 2021. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Sugarloaf Wealth Management held 528 shares of Walgreens Boots Alliance worth $4.93K as of Q4 2024.
  • Sugarloaf Wealth Management left its Walgreens Boots Alliance share count unchanged in Q4 2024.
  • Walgreens Boots Alliance made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #576 holding.
  • Sugarloaf Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Walgreens Boots Alliance position peaked at $54K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.