TCM
WBA

Triumph Capital Management’s Walgreens Boots Alliance WBA Stock Holding History

Triumph Capital 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
Q4 		– Sell
-10,320
Closed -$92.5K – 299
2024
Q3 		$92.5K Buy
+10,320
New +$106K 0.03% 262
2024
Q1 		– Sell
-11,480
Closed -$300K – 265
2023
Q4 		$300K Sell
11,480
-3,113
-21% -$69.6K 0.13% 148
2023
Q3 		$325K Buy
14,593
+3,151
+28% +$83.8K 0.15% 141
2023
Q2 		$326K Buy
11,442
+2,299
+25% +$74.9K 0.15% 136
2023
Q1 		$316K Buy
9,143
+895
+11% +$31.8K 0.16% 128
2022
Q4 		$308K Sell
8,248
-12,382
-60% -$466K 0.17% 140
2022
Q3 		$648K Buy
20,630
+10,000
+94% +$370K 0.35% 63
2022
Q2 		$403K Buy
10,630
+4,710
+80% +$202K 0.21% 109
2022
Q1 		$265K Buy
+5,920
New +$291K 0.11% 175

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triumph Capital Management's WBA Position: Q4 2024 in Review

Triumph Capital Management sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 10,320 shares — an estimated $92.5K sold.

Triumph Capital Management first reported a position in WBA in Q1 2022 and held it in 9 quarters. The position peaked at $648K in Q3 2022. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • Triumph Capital Management reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • Triumph Capital Management sold 10,320 Walgreens Boots Alliance shares in Q4 2024, an estimated $92.5K.
  • Triumph Capital Management first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 9 quarters.
  • Triumph Capital Management's Walgreens Boots Alliance position peaked at $648K in Q3 2022.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Triumph Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.