TWP
WBA

Triad Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Triad Wealth Partners’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
-4,514
Closed -$54.6K – 929
2024
Q2 		$54.6K Buy
+4,514
New +$76.6K 0.03% 218

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

Triad Wealth Partners's WBA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 4,514 shares — an estimated $54.6K sold.

Triad Wealth Partners first reported a position in WBA in Q2 2024 and held it in 1 quarter. The position peaked at $54.6K in Q2 2024. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Triad Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 4,514 Walgreens Boots Alliance shares in Q3 2024, an estimated $54.6K.
  • Triad Wealth Partners first reported a position in Walgreens Boots Alliance in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Walgreens Boots Alliance position peaked at $54.6K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.