SWS
WBA

SYSTM Wealth Solutions’s Walgreens Boots Alliance WBA Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-414
Closed -$5.01K – 624
2024
Q2 		$5.01K Buy
414
+302
+270% +$5.12K ﹤0.01% 563
2024
Q1 		$2.43K Buy
+112
New +$2.49K ﹤0.01% 889

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SYSTM Wealth Solutions's WBA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 414 shares — an estimated $5.01K sold.

SYSTM Wealth Solutions first reported a position in WBA in Q1 2024 and held it in 2 quarters. The position peaked at $5.01K in Q2 2024. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 414 Walgreens Boots Alliance shares in Q3 2024, an estimated $5.01K.
  • SYSTM Wealth Solutions first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Walgreens Boots Alliance position peaked at $5.01K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.