WWMSC
WBA

Wagner Wealth Management (South Carolina)’s Walgreens Boots Alliance WBA Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q4 		– Sell
-17
Closed -$1K – 691
2022
Q3 		$1K Hold
17
– – ﹤0.01% 670
2022
Q2 		$1K Buy
+17
New +$731 ﹤0.01% 683
2022
Q1 		– Sell
-17
Closed -$1K – 652
2021
Q4 		$1K Hold
17
– – ﹤0.01% 672
2021
Q3 		$1K Hold
17
– – ﹤0.01% 637
2021
Q2 		$1K Hold
17
– – ﹤0.01% 674
2021
Q1 		$1K Buy
+17
New +$840 ﹤0.01% 640
2018
Q3 		$142K Sell
1,953
-670
-26% -$45.5K 0.09% 156
2018
Q2 		$157K Buy
2,623
+1,380
+111% +$88.8K 0.11% 133
2018
Q1 		$81K Buy
1,243
+1
+0.1% +$71 0.06% 185
2017
Q4 		$94K Buy
+1,242
New +$87.5K 0.07% 178

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Wagner Wealth Management (South Carolina)'s WBA Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Walgreens Boots Alliance (WBA) in Q4 2022, closing a stake of 17 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in WBA in Q4 2017 and held it in 10 quarters. The position peaked at $157K in Q2 2018. 1,276 funds tracked by Wall St. Rank hold WBA as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Walgreens Boots Alliance position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 17 Walgreens Boots Alliance shares in Q4 2022, an estimated $1K.
  • Wagner Wealth Management (South Carolina) first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 10 quarters.
  • Wagner Wealth Management (South Carolina)'s Walgreens Boots Alliance position peaked at $157K in Q2 2018.
  • 1,276 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.