TWM
WBA

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

Tradition 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
-2,146
Closed -$56K – 1180
2023
Q4 		$56K Sell
2,146
-771
-26% -$17.2K 0.01% 600
2023
Q3 		$65K Sell
2,917
-82
-3% -$2.18K 0.01% 548
2023
Q2 		$85K Buy
2,999
+250
+9% +$8.14K 0.01% 496
2023
Q1 		$95K Buy
2,749
+1,551
+129% +$55K 0.01% 458
2022
Q4 		$45K Buy
1,198
+5
+0.4% +$188 0.01% 560
2022
Q3 		$37K Buy
1,193
+652
+121% +$24.2K 0.01% 597
2022
Q2 		$20K Buy
541
+1
+0.2% +$43 ﹤0.01% 652
2022
Q1 		$24K Sell
540
-95
-15% -$4.67K ﹤0.01% 681
2021
Q4 		$33K Buy
635
+1
+0.2% +$48 ﹤0.01% 631
2021
Q3 		$30K Sell
634
-10
-2% -$482 ﹤0.01% 639
2021
Q2 		$34K Hold
644
– – 0.01% 635
2021
Q1 		$35K Buy
644
+11
+2% +$544 0.01% 518
2020
Q4 		$25K Buy
+633
New +$24.5K ﹤0.01% 548

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
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

Tradition Wealth Management's WBA Position: Q1 2024 in Review

Tradition Wealth Management sold out of Walgreens Boots Alliance (WBA) in Q1 2024, closing a stake of 2,146 shares — an estimated $56K sold.

Tradition Wealth Management first reported a position in WBA in Q4 2020 and held it in 13 quarters. The position peaked at $95K in Q1 2023. 995 funds tracked by Wall St. Rank hold WBA as of Q1 2024.

  • Tradition Wealth Management reported no remaining Walgreens Boots Alliance position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,146 Walgreens Boots Alliance shares in Q1 2024, an estimated $56K.
  • Tradition Wealth Management first reported a position in Walgreens Boots Alliance in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Walgreens Boots Alliance position peaked at $95K in Q1 2023.
  • 995 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.