WCAMG
WBA

Woodard & Company Asset Management Group’s Walgreens Boots Alliance WBA Stock Holding History

Woodard & Company Asset Management Group’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
Q4 		– Sell
-200
Closed -$14K – 230
2018
Q3 		$14K Hold
200
– – 0.01% 143
2018
Q2 		$12K Hold
200
– – 0.01% 136
2018
Q1 		$14K Hold
200
– – 0.01% 138
2017
Q4 		$14K Buy
+200
New +$14.1K 0.01% 154

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodard & Company Asset Management Group's WBA Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of Walgreens Boots Alliance (WBA) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Woodard & Company Asset Management Group first reported a position in WBA in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 1,404 funds tracked by Wall St. Rank hold WBA as of Q4 2018.

  • Woodard & Company Asset Management Group reported no remaining Walgreens Boots Alliance position as of Q4 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 200 Walgreens Boots Alliance shares in Q4 2018, an estimated $14K.
  • Woodard & Company Asset Management Group first reported a position in Walgreens Boots Alliance in Q4 2017 and held it in 4 quarters.
  • Woodard & Company Asset Management Group's Walgreens Boots Alliance position peaked at $14K in Q3 2018.
  • 1,404 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.