Wealthspire Advisors (New York)’s Walgreens Boots Alliance WBA Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-4,884	Closed	-$255K	–	551
2021 Q4	$255K	Sell	4,884 -6,393	-57%	-$310K	0.01%	462
2021 Q3	$531K	Buy	+11,277	New	+$544K	0.01%	343
2021 Q2	–	Sell	-5,647	Closed	-$310K	–	667
2021 Q1	$310K	Buy	+5,647	New	+$279K	0.01%	538
2020 Q2	–	Sell	-11,734	Closed	-$537K	–	531
2020 Q1	$537K	Buy	+11,734	New	+$596K	0.02%	283
2019 Q1	–	Sell	-734	Closed	-$50K	–	788
2018 Q4	$50K	Buy	+734	New	+$56.9K	﹤0.01%	185

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 $3.38T AUM 44.17% 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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s WBA Position: Q1 2022 in Review

Wealthspire Advisors (New York) sold out of Walgreens Boots Alliance (WBA) in Q1 2022, closing a stake of 4,884 shares — an estimated $255K sold.

Wealthspire Advisors (New York) first reported a position in WBA in Q4 2018 and held it in 5 quarters. The position peaked at $537K in Q1 2020. 1,310 funds tracked by Wall St. Rank hold WBA as of Q1 2022.

Wealthspire Advisors (New York) reported no remaining Walgreens Boots Alliance position as of Q1 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 4,884 Walgreens Boots Alliance shares in Q1 2022, an estimated $255K.
Wealthspire Advisors (New York) first reported a position in Walgreens Boots Alliance in Q4 2018 and held it in 5 quarters.
Wealthspire Advisors (New York)'s Walgreens Boots Alliance position peaked at $537K in Q1 2020.
1,310 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2022, filed 9 May 2022.