TCA
WBA

Trifecta Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Trifecta Capital Advisors’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
Q4 		– Sell
-169
Closed -$1.51K – 422
2024
Q3 		$1.51K Buy
+169
New +$1.74K ﹤0.01% 342
2024
Q2 		– Sell
-37
Closed -$803 – 431
2024
Q1 		$803 Hold
37
– – ﹤0.01% 391
2023
Q4 		$967 Buy
+37
New +$827 ﹤0.01% 399
2023
Q3 		– Sell
-28
Closed -$798 – 440
2023
Q2 		$798 Hold
28
– – ﹤0.01% 389
2023
Q1 		$969 Hold
28
– – ﹤0.01% 371
2022
Q4 		$1.05K Buy
+28
New +$1.05K ﹤0.01% 374

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trifecta Capital Advisors's WBA Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 169 shares — an estimated $1.51K sold.

Trifecta Capital Advisors first reported a position in WBA in Q4 2022 and held it in 6 quarters. The position peaked at $1.51K in Q3 2024. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 169 Walgreens Boots Alliance shares in Q4 2024, an estimated $1.51K.
  • Trifecta Capital Advisors first reported a position in Walgreens Boots Alliance in Q4 2022 and held it in 6 quarters.
  • Trifecta Capital Advisors's Walgreens Boots Alliance position peaked at $1.51K in Q3 2024.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.