Total Clarity Wealth Management’s Walgreens Boots Alliance WBA Stock Holding History

Total Clarity 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
2024 Q1	–	Sell	-37,915	Closed	-$990K	–	292
2023 Q4	$990K	Sell	37,915 -28,725	-43%	-$642K	0.41%	77
2023 Q3	$1.48M	Buy	66,640 +20,810	+45%	+$553K	0.71%	37
2023 Q2	$1.31M	Sell	45,830 -14,807	-24%	-$482K	0.65%	41
2023 Q1	$2.1M	Buy	60,637 +11,187	+23%	+$397K	1.14%	17
2022 Q4	$1.85M	Buy	+49,450	New	+$1.86M	0.94%	21
2022 Q3	–	Sell	-498	Closed	-$19K	–	969
2022 Q2	$19K	Buy	+498	New	+$21.4K	0.01%	562
2022 Q1	–	Sell	-793	Closed	-$41K	–	907
2021 Q4	$41K	Buy	793 +792	+79,200%	+$38.4K	0.02%	443
2021 Q3	$0	Buy	+1	New	+$48	﹤0.01%	983
2021 Q2	–	Sell	-310	Closed	-$17K	–	741
2021 Q1	$17K	Buy	+310	New	+$15.3K	0.01%	485
2020 Q1	–	Sell	-2,314	Closed	-$136K	–	622
2019 Q4	$136K	Buy	+2,314	New	+$133K	0.1%	155

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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 Oslo, Norway $935B AUM

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

Total Clarity Wealth Management's WBA Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 37,915 shares — an estimated $990K sold.

Total Clarity Wealth Management first reported a position in WBA in Q4 2019 and held it in 10 quarters. The position peaked at $2.1M in Q1 2023. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

Total Clarity Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 37,915 Walgreens Boots Alliance shares in Q1 2024, an estimated $990K.
Total Clarity Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's Walgreens Boots Alliance position peaked at $2.1M in Q1 2023.
995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.