WQ
WBA

Wealth Quarterback’s Walgreens Boots Alliance WBA Stock Holding History

Wealth Quarterback’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
2021
Q3 		$116K Buy
5,730
+3,093
+117% +$149K 0.08% 149
2021
Q2 		$140K Buy
+2,637
New +$142K 0.09% 147
2020
Q4 		$557K Buy
+13,964
New +$541K 0.46% 56
2020
Q2 		– Sell
-1,277
Closed -$55.4K – 783
2020
Q1 		$55.4K Sell
1,277
-9,731
-88% -$494K 0.05% 214
2019
Q4 		$77K Buy
+11,008
New +$634K 0.07% 189

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealth Quarterback's WBA Position: Q3 2021 in Review

Wealth Quarterback increased its Walgreens Boots Alliance (WBA) stake by 117% in Q3 2021, buying an estimated $149K and bringing the position to 5,730 shares worth $116K. The position accounts for 0.08% of the portfolio, ranked #149.

Wealth Quarterback first reported a position in WBA in Q4 2019 and has held it in 5 quarters since. The position peaked at $557K in Q4 2020. 1,232 funds tracked by Wall St. Rank hold WBA as of Q3 2021.

  • Wealth Quarterback held 5,730 shares of Walgreens Boots Alliance worth $116K as of Q3 2021.
  • Wealth Quarterback bought 3,093 Walgreens Boots Alliance shares in Q3 2021, an estimated $149K.
  • Walgreens Boots Alliance made up 0.08% of Wealth Quarterback's portfolio in Q3 2021, its #149 holding.
  • Wealth Quarterback first reported a position in Walgreens Boots Alliance in Q4 2019 and has held it in 5 quarters since.
  • Wealth Quarterback's Walgreens Boots Alliance position peaked at $557K in Q4 2020.
  • 1,232 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.