The Family Firm’s Walgreens Boots Alliance WBA Stock Holding History

The Family Firm’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	-336	Closed	-$4.07K	–	839
2024 Q2	$4.07K	Buy	+336	New	+$5.7K	﹤0.01%	757

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

The Family Firm's WBA Position: Q3 2024 in Review

The Family Firm sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 336 shares — an estimated $4.07K sold.

The Family Firm first reported a position in WBA in Q2 2024 and held it in 1 quarter. The position peaked at $4.07K in Q2 2024. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

The Family Firm reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 336 Walgreens Boots Alliance shares in Q3 2024, an estimated $4.07K.
The Family Firm first reported a position in Walgreens Boots Alliance in Q2 2024 and held it in 1 quarter.
The Family Firm's Walgreens Boots Alliance position peaked at $4.07K in Q2 2024.
878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.