Wealthcare Advisory Partners’s Walgreens Boots Alliance WBA Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-7,982	Closed	-$303K	–	631
2022 Q2	$303K	Sell	7,982 -5,320	-40%	-$229K	0.02%	426
2022 Q1	$596K	Sell	13,302 -311	-2%	-$15.3K	0.04%	279
2021 Q4	$710K	Buy	+13,613	New	+$659K	0.04%	256
2021 Q2	–	Sell	-2,078	Closed	-$114K	–	1859
2021 Q1	$114K	Buy	+2,078	New	+$103K	0.01%	635
2020 Q2	–	Sell	-387	Closed	-$18K	–	1353
2020 Q1	$18K	Buy	387 +46	+13%	+$2.33K	﹤0.01%	766
2019 Q4	$20K	Hold	341	–	–	﹤0.01%	766
2019 Q3	$19K	Sell	341 -4,900	-93%	-$263K	﹤0.01%	766
2019 Q2	$287K	Sell	5,241 -1,000	-16%	-$53.2K	0.05%	207
2019 Q1	$395K	Buy	6,241 +5,900	+1,730%	+$403K	0.07%	153
2018 Q4	$23K	Sell	341 -19	-5%	-$1.47K	﹤0.01%	597
2018 Q3	$26K	Hold	360	–	–	﹤0.01%	614
2018 Q2	$22K	Sell	360 -40	-10%	-$2.58K	﹤0.01%	651
2018 Q1	$26K	Sell	400 -1,321	-77%	-$94.4K	0.01%	542
2017 Q4	$125K	Buy	1,721 +438	+34%	+$30.9K	0.03%	228
2017 Q3	$99K	Buy	+1,283	New	+$103K	0.03%	217

Other funds holding WBA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Advisory Partners's WBA Position: Q3 2022 in Review

Wealthcare Advisory Partners sold out of Walgreens Boots Alliance (WBA) in Q3 2022, closing a stake of 7,982 shares — an estimated $303K sold.

Wealthcare Advisory Partners first reported a position in WBA in Q3 2017 and held it in 15 quarters. The position peaked at $710K in Q4 2021. 1,180 funds tracked by Wall St. Rank hold WBA as of Q3 2022.

Wealthcare Advisory Partners reported no remaining Walgreens Boots Alliance position as of Q3 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,982 Walgreens Boots Alliance shares in Q3 2022, an estimated $303K.
Wealthcare Advisory Partners first reported a position in Walgreens Boots Alliance in Q3 2017 and held it in 15 quarters.
Wealthcare Advisory Partners's Walgreens Boots Alliance position peaked at $710K in Q4 2021.
1,180 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2022, filed 14 Nov 2022.