W
WBA

Wealthfront’s Walgreens Boots Alliance WBA Stock Holding History

Wealthfront’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
2018
Q3 		$734K Buy
10,074
+5,407
+116% +$367K 0.01% 320
2018
Q2 		$280K Sell
4,667
-12,879
-73% -$829K ﹤0.01% 449
2018
Q1 		$1.15M Buy
17,546
+483
+3% +$34.5K 0.01% 228
2017
Q4 		$1.24M Buy
17,063
+5,436
+47% +$383K 0.01% 193
2017
Q3 		$898K Buy
11,627
+4,250
+58% +$341K 0.01% 217
2017
Q2 		$578K Sell
7,377
-6,240
-46% -$513K 0.01% 244
2017
Q1 		$1.13M Sell
13,617
-3,726
-21% -$312K 0.02% 131
2016
Q4 		$1.44M Buy
17,343
+1,568
+10% +$130K 0.03% 90
2016
Q3 		$1.27M Buy
15,775
+3,631
+30% +$296K 0.03% 86
2016
Q2 		$1.01M Buy
12,144
+1,221
+11% +$98.5K 0.03% 97
2016
Q1 		$920K Buy
10,923
+3,289
+43% +$263K 0.03% 94
2015
Q4 		$650K Sell
7,634
-5,514
-42% -$468K 0.02% 116
2015
Q3 		$1.09M Buy
13,148
+4,752
+57% +$430K 0.04% 73
2015
Q2 		$709K Buy
8,396
+2,153
+34% +$186K 0.03% 78
2015
Q1 		$529K Buy
6,243
+1,582
+34% +$126K 0.03% 81
2014
Q4 		$354K Buy
4,661
+1,787
+62% +$119K 0.02% 98
2014
Q3 		$170K Sell
2,874
-531
-16% -$34.8K 0.01% 178
2014
Q2 		$252K Buy
3,405
+1,597
+88% +$112K 0.02% 80
2014
Q1 		$119K Buy
+1,808
New +$114K 0.01% 111

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthfront's WBA Position: Q3 2018 in Review

Wealthfront increased its Walgreens Boots Alliance (WBA) stake by 116% in Q3 2018, buying an estimated $367K and bringing the position to 10,074 shares worth $734K. The position accounts for 0.01% of the portfolio, ranked #320.

Wealthfront first reported a position in WBA in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2016. 1,323 funds tracked by Wall St. Rank hold WBA as of Q3 2018.

  • Wealthfront held 10,074 shares of Walgreens Boots Alliance worth $734K as of Q3 2018.
  • Wealthfront bought 5,407 Walgreens Boots Alliance shares in Q3 2018, an estimated $367K.
  • Walgreens Boots Alliance made up 0.01% of Wealthfront's portfolio in Q3 2018, its #320 holding.
  • Wealthfront first reported a position in Walgreens Boots Alliance in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Walgreens Boots Alliance position peaked at $1.44M in Q4 2016.
  • 1,323 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.