TWM
WBA

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

Tanager 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
2023
Q1 		– Sell
-5,574
Closed -$208K – 89
2022
Q4 		$208K Buy
+5,574
New +$210K 0.06% 72
2022
Q2 		– Sell
-5,230
Closed -$234K – 47
2022
Q1 		$234K Hold
5,230
– – 0.18% 36
2021
Q4 		$273K Buy
+5,230
New +$253K 0.21% 33

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tanager Wealth Management's WBA Position: Q1 2023 in Review

Tanager Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2023, closing a stake of 5,574 shares — an estimated $208K sold.

Tanager Wealth Management first reported a position in WBA in Q4 2021 and held it in 3 quarters. The position peaked at $273K in Q4 2021. 1,236 funds tracked by Wall St. Rank hold WBA as of Q1 2023.

  • Tanager Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2023 after selling out during the quarter.
  • Tanager Wealth Management sold 5,574 Walgreens Boots Alliance shares in Q1 2023, an estimated $208K.
  • Tanager Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 3 quarters.
  • Tanager Wealth Management's Walgreens Boots Alliance position peaked at $273K in Q4 2021.
  • 1,236 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2023.

Based on Tanager Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.