WMA
WBA

Wealth Management Associates’s Walgreens Boots Alliance WBA Stock Holding History

Wealth Management Associates’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
-21,774
Closed -$263K – 222
2024
Q2 		$263K Hold
21,774
– – 0.12% 160
2024
Q1 		$263K Buy
21,774
+7,560
+53% +$168K 0.12% 160
2023
Q4 		$371K Buy
14,214
+2,530
+22% +$56.6K 0.2% 112
2023
Q3 		$260K Buy
11,684
+2,295
+24% +$61K 0.15% 144
2023
Q2 		$267K Buy
9,389
+660
+8% +$21.5K 0.15% 142
2023
Q1 		$302K Buy
8,729
+1,004
+13% +$35.6K 0.19% 124
2022
Q4 		$289K Sell
7,725
-3,470
-31% -$130K 0.19% 126
2022
Q3 		$352K Buy
11,195
+200
+2% +$7.41K 0.25% 111
2022
Q2 		$417K Buy
10,995
+2,170
+25% +$93.3K 0.28% 91
2022
Q1 		$395K Hold
8,825
– – 0.22% 115
2021
Q4 		$460K Sell
8,825
-200
-2% -$9.69K 0.25% 106
2021
Q3 		$425K Hold
9,025
– – 0.25% 106
2021
Q2 		$475K Sell
9,025
-2,980
-25% -$160K 0.27% 99
2021
Q1 		$659K Buy
12,005
+2,240
+23% +$111K 0.42% 58
2020
Q4 		$389K Buy
9,765
+2,290
+31% +$88.7K 0.26% 97
2020
Q3 		$269K Buy
7,475
+1,535
+26% +$60K 0.21% 122
2020
Q2 		$252K Hold
5,940
– – 0.21% 113
2020
Q1 		$272K Buy
5,940
+755
+15% +$38.3K 0.27% 87
2019
Q4 		$306K Hold
5,185
– – 0.22% 104
2019
Q3 		$287K Buy
+5,185
New +$278K 0.23% 106

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

Wealth Management Associates's WBA Position: Q3 2024 in Review

Wealth Management Associates sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 21,774 shares — an estimated $263K sold.

Wealth Management Associates first reported a position in WBA in Q3 2019 and held it in 20 quarters. The position peaked at $659K in Q1 2021. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Wealth Management Associates reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Wealth Management Associates sold 21,774 Walgreens Boots Alliance shares in Q3 2024, an estimated $263K.
  • Wealth Management Associates first reported a position in Walgreens Boots Alliance in Q3 2019 and held it in 20 quarters.
  • Wealth Management Associates's Walgreens Boots Alliance position peaked at $659K in Q1 2021.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Wealth Management Associates's 13F filing for Q3 2024, filed 28 May 2025.