WIA
WBA

Wealthstreet Investment Advisors’s Walgreens Boots Alliance WBA Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-9,320
Closed -$512K – 323
2021
Q1 		$512K Sell
9,320
-1,103
-11% -$54.5K 0.05% 246
2020
Q4 		$416K Sell
10,423
-420
-4% -$16.3K 0.04% 261
2020
Q3 		$389K Hold
10,843
– – 0.04% 250
2020
Q2 		$460K Sell
10,843
-990
-8% -$42K 0.06% 222
2020
Q1 		$541K Buy
11,833
+510
+5% +$25.9K 0.08% 174
2019
Q4 		$667K Hold
11,323
– – 0.08% 205
2019
Q3 		$637K Buy
11,323
+480
+4% +$25.7K 0.08% 195
2019
Q2 		$593K Sell
10,843
-1,600
-13% -$85.1K 0.08% 201
2019
Q1 		$787K Buy
12,443
+1,000
+9% +$68.3K 0.1% 166
2018
Q4 		$819K Sell
11,443
-1,600
-12% -$124K 0.11% 153
2018
Q3 		$951K Hold
13,043
– – 0.12% 159
2018
Q2 		$783K Hold
13,043
– – 0.1% 182
2018
Q1 		$854K Hold
13,043
– – 0.11% 172
2017
Q4 		$947K Buy
+13,043
New +$919K 0.11% 161

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthstreet Investment Advisors's WBA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2021, closing a stake of 9,320 shares — an estimated $512K sold.

Wealthstreet Investment Advisors first reported a position in WBA in Q4 2017 and held it in 14 quarters. The position peaked at $951K in Q3 2018. 1,278 funds tracked by Wall St. Rank hold WBA as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 9,320 Walgreens Boots Alliance shares in Q2 2021, an estimated $512K.
  • Wealthstreet Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Walgreens Boots Alliance position peaked at $951K in Q3 2018.
  • 1,278 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.