TRUE Private Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

TRUE Private Wealth 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
2021 Q2	–	Sell	-3,996	Closed	-$219K	–	251
2021 Q1	$219K	Buy	3,996 +776	+24%	+$38.4K	0.04%	212
2020 Q4	$128K	Sell	3,220 -84	-3%	-$3.25K	0.02%	242
2020 Q3	$118K	Buy	3,304 +1,369	+71%	+$53.5K	0.02%	231
2020 Q2	$82K	Buy	1,935 +712	+58%	+$30.2K	0.02%	267
2020 Q1	$55K	Buy	1,223 +7	+0.6%	+$355	0.01%	275
2019 Q4	$71K	Buy	+1,216	New	+$70.1K	0.01%	327
2019 Q3	–	Sell	-698	Closed	-$38K	–	710
2019 Q2	$38K	Buy	+698	New	+$37.1K	0.01%	377
2018 Q4	–	Sell	-800	Closed	-$58.3K	–	904
2018 Q3	$58.3K	Buy	+800	New	+$54.3K	0.01%	443

Other funds holding WBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TRUE Private Wealth Advisors's WBA Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 3,996 shares — an estimated $219K sold.

TRUE Private Wealth Advisors first reported a position in WBA in Q3 2018 and held it in 8 quarters. The position peaked at $219K in Q1 2021. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,996 Walgreens Boots Alliance shares in Q2 2021, an estimated $219K.
TRUE Private Wealth Advisors first reported a position in Walgreens Boots Alliance in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Walgreens Boots Alliance position peaked at $219K in Q1 2021.
1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.