SFP
WBA

Sweet Financial Partners’s Walgreens Boots Alliance WBA Stock Holding History

Sweet Financial Partners’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
Q1 		– Sell
-8,214
Closed -$214K – 201
2023
Q4 		$214K Buy
+8,214
New +$184K 0.05% 176

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sweet Financial Partners's WBA Position: Q1 2024 in Review

Sweet Financial Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 8,214 shares — an estimated $214K sold.

Sweet Financial Partners first reported a position in WBA in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

  • Sweet Financial Partners reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 8,214 Walgreens Boots Alliance shares in Q1 2024, an estimated $214K.
  • Sweet Financial Partners first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 1 quarter.
  • Sweet Financial Partners's Walgreens Boots Alliance position peaked at $214K in Q4 2023.
  • 995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on Sweet Financial Partners's 13F filing for Q1 2024, filed 23 Apr 2024.