WAS
WBA

Wealth Advisory Solutions’s Walgreens Boots Alliance WBA Stock Holding History

Wealth Advisory Solutions’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
2020
Q4 		– Sell
-12,194
Closed -$438K – 197
2020
Q3 		$438K Buy
+12,194
New +$477K 0.12% 116

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State Street
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Capital World Investors
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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
Northern Trust
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Advisory Solutions's WBA Position: Q4 2020 in Review

Wealth Advisory Solutions sold out of Walgreens Boots Alliance (WBA) in Q4 2020, closing a stake of 12,194 shares — an estimated $438K sold.

Wealth Advisory Solutions first reported a position in WBA in Q3 2020 and held it in 1 quarter. The position peaked at $438K in Q3 2020. 1,186 funds tracked by Wall St. Rank hold WBA as of Q4 2020.

  • Wealth Advisory Solutions reported no remaining Walgreens Boots Alliance position as of Q4 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 12,194 Walgreens Boots Alliance shares in Q4 2020, an estimated $438K.
  • Wealth Advisory Solutions first reported a position in Walgreens Boots Alliance in Q3 2020 and held it in 1 quarter.
  • Wealth Advisory Solutions's Walgreens Boots Alliance position peaked at $438K in Q3 2020.
  • 1,186 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2020.

Based on Wealth Advisory Solutions's 13F filing for Q4 2020, filed 28 Jan 2021.