VFA
WBA

Valeo Financial Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Valeo Financial 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
-3,000
Closed -$164K – 1816
2021
Q1 		$164K Hold
3,000
– – 0.01% 492
2020
Q4 		$120K Buy
+3,000
New +$116K 0.01% 526

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Valeo Financial Advisors's WBA Position: Q3 2023 in Review

Valeo Financial Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2023, closing a stake of 9,163 shares — an estimated $261K sold.

Valeo Financial Advisors first reported a position in WBA in Q3 2017 and held it in 23 quarters. The position peaked at $1.35M in Q3 2020. 1,046 funds tracked by Wall St. Rank hold WBA as of Q3 2023.

  • Valeo Financial Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 9,163 Walgreens Boots Alliance shares in Q3 2023, an estimated $261K.
  • Valeo Financial Advisors first reported a position in Walgreens Boots Alliance in Q3 2017 and held it in 23 quarters.
  • Valeo Financial Advisors's Walgreens Boots Alliance position peaked at $1.35M in Q3 2020.
  • 1,046 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2023.

Based on Valeo Financial Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.