VWA
WBA

Visionary Wealth Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Visionary 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
2024
Q3 		– Sell
-11,643
Closed -$141K – 556
2024
Q2 		$141K Sell
11,643
-10,594
-48% -$180K 0.01% 495
2024
Q1 		$482K Sell
22,237
-205,346
-90% -$4.56M 0.03% 324
2023
Q4 		$5.94M Buy
227,583
+13,666
+6% +$306K 0.44% 64
2023
Q3 		$4.76M Buy
213,917
+39,321
+23% +$1.05M 0.39% 75
2023
Q2 		$4.97M Buy
174,596
+5,449
+3% +$178K 0.4% 70
2023
Q1 		$5.85M Buy
169,147
+11,151
+7% +$396K 0.5% 58
2022
Q4 		$5.9M Buy
157,996
+10,852
+7% +$408K 0.54% 53
2022
Q3 		$4.62M Buy
147,144
+28,265
+24% +$1.05M 0.48% 58
2022
Q2 		$4.51M Buy
118,879
+13,370
+13% +$575K 0.4% 69
2022
Q1 		$4.72M Buy
105,509
+10,816
+11% +$532K 0.38% 73
2021
Q4 		$4.94M Buy
94,693
+7,367
+8% +$357K 0.41% 62
2021
Q3 		$4.11M Buy
87,326
+6,287
+8% +$303K 0.42% 63
2021
Q2 		$4.26M Buy
81,039
+1,177
+1% +$63.3K 0.43% 58
2021
Q1 		$4.38M Sell
79,862
-2,356
-3% -$116K 0.46% 57
2020
Q4 		$3.28M Buy
82,218
+5,844
+8% +$226K 0.37% 71
2020
Q3 		$2.74M Buy
76,374
+15,992
+26% +$625K 0.39% 70
2020
Q2 		$2.56M Buy
60,382
+48,149
+394% +$2.04M 0.39% 72
2020
Q1 		$560K Buy
12,233
+388
+3% +$19.7K 0.11% 122
2019
Q4 		$699K Buy
+11,845
New +$683K 0.13% 114

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Wealth Advisors's WBA Position: Q3 2024 in Review

Visionary Wealth Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 11,643 shares — an estimated $141K sold.

Visionary Wealth Advisors first reported a position in WBA in Q4 2019 and held it in 19 quarters. The position peaked at $5.94M in Q4 2023. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Visionary Wealth Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,643 Walgreens Boots Alliance shares in Q3 2024, an estimated $141K.
  • Visionary Wealth Advisors first reported a position in Walgreens Boots Alliance in Q4 2019 and held it in 19 quarters.
  • Visionary Wealth Advisors's Walgreens Boots Alliance position peaked at $5.94M in Q4 2023.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Visionary Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.