Wealthquest’s Walgreens Boots Alliance WBA Stock Holding History

Wealthquest’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 Q4	–	Sell	-14,885	Closed	-$130K	–	136
2024 Q3	$130K	Buy	+14,885	New	+$153K	0.01%	128
2023 Q1	–	Sell	-12,928	Closed	-$483K	–	127
2022 Q4	$483K	Sell	12,928 -164	-1%	-$6.17K	0.06%	77
2022 Q3	$411K	Sell	13,092 -194	-1%	-$7.19K	0.06%	83
2022 Q2	$503K	Hold	13,286	–	–	0.08%	75
2022 Q1	$692K	Hold	13,286	–	–	0.11%	68
2021 Q4	$692K	Sell	13,286 -2,438	-16%	-$118K	0.11%	68
2021 Q3	$739K	Hold	15,724	–	–	0.12%	61
2021 Q2	$827K	Hold	15,724	–	–	0.14%	60
2021 Q1	$863K	Buy	15,724 +272	+2%	+$13.4K	0.16%	56
2020 Q4	$616K	Hold	15,452	–	–	0.13%	63
2020 Q3	$555K	Hold	15,452	–	–	0.14%	60
2020 Q2	$655K	Buy	+15,452	New	+$656K	0.17%	61
2019 Q4	$977K	Sell	16,574 -3,089	-16%	-$178K	0.28%	59
2019 Q3	$1.09M	Sell	19,663 -270	-1%	-$14.5K	0.36%	52
2019 Q2	$1.09M	Sell	19,933 -300	-1%	-$15.9K	0.41%	49
2019 Q1	$1.28M	Sell	20,233 -864	-4%	-$59K	0.48%	41
2018 Q4	$1.44M	Buy	+21,097	New	+$1.64M	0.59%	38

Other funds holding WBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthquest's WBA Position: Q4 2024 in Review

Wealthquest sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 14,885 shares — an estimated $130K sold.

Wealthquest first reported a position in WBA in Q4 2018 and held it in 17 quarters. The position peaked at $1.44M in Q4 2018. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

Wealthquest reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
Wealthquest sold 14,885 Walgreens Boots Alliance shares in Q4 2024, an estimated $130K.
Wealthquest first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 17 quarters.
Wealthquest's Walgreens Boots Alliance position peaked at $1.44M in Q4 2018.
881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on Wealthquest's 13F filing for Q4 2024, filed 16 Jan 2025.