S
WBA

Surevest’s Walgreens Boots Alliance WBA Stock Holding History

Surevest’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 		$5K Hold
165
– – ﹤0.01% 327
2022
Q2 		$6K Hold
165
– – ﹤0.01% 329
2022
Q1 		$7K Hold
165
– – ﹤0.01% 298
2021
Q4 		$9K Buy
+165
New +$7.99K ﹤0.01% 287

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's WBA Position: Q3 2022 in Review

Surevest held its Walgreens Boots Alliance (WBA) position steady in Q3 2022 at 165 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Surevest first reported a position in WBA in Q4 2021 and has held it in 4 quarters since. The position peaked at $9K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

  • Surevest held 165 shares of Walgreens Boots Alliance worth $5K as of Q3 2022.
  • Surevest left its Walgreens Boots Alliance share count unchanged in Q3 2022.
  • Walgreens Boots Alliance made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #327 holding.
  • Surevest first reported a position in Walgreens Boots Alliance in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Walgreens Boots Alliance position peaked at $9K in Q4 2021.
  • 1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.