WIA
WBA

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

Wetzel 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
2024
Q3 		– Sell
-50
Closed -$1.08K – 884
2024
Q2 		$1.08K Hold
50
– – ﹤0.01% 807
2024
Q1 		$880 Hold
50
– – ﹤0.01% 943
2023
Q4 		$1K Buy
+50
New +$1.12K ﹤0.01% 977

Other funds holding WBA

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wetzel Investment Advisors's WBA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Walgreens Boots Alliance (WBA) in Q3 2024, closing a stake of 50 shares — an estimated $1.08K sold.

Wetzel Investment Advisors first reported a position in WBA in Q4 2023 and held it in 3 quarters. The position peaked at $1.08K in Q2 2024. 878 funds tracked by Wall St. Rank hold WBA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Walgreens Boots Alliance position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 50 Walgreens Boots Alliance shares in Q3 2024, an estimated $1.08K.
  • Wetzel Investment Advisors first reported a position in Walgreens Boots Alliance in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Walgreens Boots Alliance position peaked at $1.08K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.