WAOTB
WBA

Wealth Advisors of Tampa Bay’s Walgreens Boots Alliance WBA Stock Holding History

Wealth Advisors of Tampa Bay’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
-87,572
Closed -$1.06M – 90
2024
Q2 		$1.06M Hold
87,572
– – 0.49% 59
2024
Q1 		$1.9M Sell
87,572
-4,835
-5% -$107K 0.9% 45
2023
Q4 		$2.41M Sell
92,407
-115,057
-55% -$2.57M 1.21% 36
2023
Q3 		$4.61M Buy
207,464
+109,277
+111% +$2.91M 1.27% 36
2023
Q2 		$2.8M Buy
98,187
+41,912
+74% +$1.37M 1.53% 31
2023
Q1 		$1.95M Buy
+56,275
New +$2M 1.11% 38
2019
Q1 		– Sell
-24,447
Closed -$1.67M – 74
2018
Q4 		$1.67M Sell
24,447
-545
-2% -$42.3K 1.36% 32
2018
Q3 		$1.82M Buy
24,992
+125
+0.5% +$8.49K 1.28% 34
2018
Q2 		$1.52M Buy
24,867
+1,390
+6% +$89.5K 1.16% 34
2018
Q1 		$1.53M Buy
23,477
+535
+2% +$38.2K 1.11% 38
2017
Q4 		$1.7M Buy
+22,942
New +$1.62M 1.16% 37

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
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

Wealth Advisors of Tampa Bay's WBA Position: Q3 2024 in Review

Wealth Advisors of Tampa Bay sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 87,572 shares — an estimated $1.06M sold.

Wealth Advisors of Tampa Bay first reported a position in WBA in Q4 2017 and held it in 11 quarters. The position peaked at $4.61M in Q3 2023. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Wealth Advisors of Tampa Bay reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 87,572 Walgreens Boots Alliance shares in Q3 2024, an estimated $1.06M.
  • Wealth Advisors of Tampa Bay first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 11 quarters.
  • Wealth Advisors of Tampa Bay's Walgreens Boots Alliance position peaked at $4.61M in Q3 2023.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2024, filed 4 Nov 2024.