SWA
WBA

Sutton Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Sutton 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
2023
Q3 		$14.1K Sell
636
-1,224
-66% -$32.5K 0.01% 412
2023
Q2 		$53K Sell
1,860
-106
-5% -$3.45K 0.03% 218
2023
Q1 		$68K Sell
1,966
-3,181
-62% -$113K 0.04% 181
2022
Q4 		$192K Sell
5,147
-80
-2% -$3.01K 0.07% 177
2022
Q3 		$164K Sell
5,227
-56
-1% -$2.08K 0.07% 188
2022
Q2 		$200K Buy
5,283
+76
+1% +$3.27K 0.08% 169
2022
Q1 		$233K Hold
5,207
– – 0.08% 166
2021
Q4 		$272K Sell
5,207
-29
-0.6% -$1.4K 0.09% 150
2021
Q3 		$246K Sell
5,236
-39
-0.7% -$1.88K 0.09% 155
2021
Q2 		$278K Hold
5,275
– – 0.1% 138
2021
Q1 		$290K Buy
5,275
+20
+0.4% +$988 0.11% 130
2020
Q4 		$210K Buy
5,255
+60
+1% +$2.32K 0.09% 151
2020
Q3 		$187K Sell
5,195
-55
-1% -$2.15K 0.09% 148
2020
Q2 		$223K Sell
5,250
-14
-0.3% -$594 0.12% 131
2020
Q1 		$241K Buy
5,264
+72
+1% +$3.65K 0.15% 110
2019
Q4 		$306K Hold
5,192
– – 0.16% 107
2019
Q3 		$287K Hold
5,192
– – 0.16% 106
2019
Q2 		$284K Hold
5,192
– – 0.16% 109
2019
Q1 		$328K Sell
5,192
-7
-0.1% -$478 0.19% 95
2018
Q4 		$355K Buy
5,199
+7
+0.1% +$543 0.23% 74
2018
Q3 		$378K Sell
5,192
-13
-0.2% -$883 0.25% 67
2018
Q2 		$312K Hold
5,205
– – 0.22% 77
2018
Q1 		$341K Buy
5,205
+400
+8% +$28.6K 0.24% 68
2017
Q4 		$349K Hold
4,805
– – 0.26% 68
2017
Q3 		$371K Sell
4,805
-320
-6% -$25.6K 0.28% 63
2017
Q2 		$401K Hold
5,125
– – 0.32% 56
2017
Q1 		$426K Hold
5,125
– – 0.36% 51
2016
Q4 		$424K Hold
5,125
– – 0.38% 47
2016
Q3 		$413K Sell
5,125
-2
-0% -$163 0.38% 49
2016
Q2 		$427K Hold
5,127
– – 0.4% 45
2016
Q1 		$432K Buy
+5,127
New +$409K 0.41% 42

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sutton Wealth Advisors's WBA Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Walgreens Boots Alliance (WBA) stake by 66% in Q3 2023, selling an estimated $32.5K and leaving 636 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #412.

Sutton Wealth Advisors first reported a position in WBA in Q1 2016 and has held it in 31 quarters since. The position peaked at $432K in Q1 2016. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

  • Sutton Wealth Advisors held 636 shares of Walgreens Boots Alliance worth $14.1K as of Q3 2023.
  • Sutton Wealth Advisors sold 1,224 Walgreens Boots Alliance shares in Q3 2023, an estimated $32.5K.
  • Walgreens Boots Alliance made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #412 holding.
  • Sutton Wealth Advisors first reported a position in Walgreens Boots Alliance in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Walgreens Boots Alliance position peaked at $432K in Q1 2016.
  • 1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.