VAFP
WBA

Vahanian & Associates Financial Planning’s Walgreens Boots Alliance WBA Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q2 		– Sell
-4,820
Closed -$216K – 62
2022
Q1 		$216K Sell
4,820
-5,712
-54% -$281K 0.5% 53
2021
Q4 		$549K Buy
+10,532
New +$510K 0.44% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vahanian & Associates Financial Planning's WBA Position: Q2 2022 in Review

Vahanian & Associates Financial Planning sold out of Walgreens Boots Alliance (WBA) in Q2 2022, closing a stake of 4,820 shares — an estimated $216K sold.

Vahanian & Associates Financial Planning first reported a position in WBA in Q4 2021 and held it in 2 quarters. The position peaked at $549K in Q4 2021. 1,289 funds tracked by Wall St. Rank hold WBA as of Q2 2022.

  • Vahanian & Associates Financial Planning reported no remaining Walgreens Boots Alliance position as of Q2 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 4,820 Walgreens Boots Alliance shares in Q2 2022, an estimated $216K.
  • Vahanian & Associates Financial Planning first reported a position in Walgreens Boots Alliance in Q4 2021 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's Walgreens Boots Alliance position peaked at $549K in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q2 2022, filed 27 Jul 2022.