WWP
WBA

WR Wealth Planners’s Walgreens Boots Alliance WBA Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-200
Closed -$4.45K – 854
2023
Q3 		$4.45K Hold
200
– – ﹤0.01% 691
2023
Q2 		$5.7K Hold
200
– – ﹤0.01% 662
2023
Q1 		$6.92K Buy
+200
New +$7.1K ﹤0.01% 633
2022
Q3 		– Sell
-16
Closed -$608 – 562
2022
Q2 		$608 Hold
16
– – ﹤0.01% 471
2022
Q1 		$718 Buy
+16
New +$787 ﹤0.01% 468

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

WR Wealth Planners's WBA Position: Q4 2023 in Review

WR Wealth Planners sold out of Walgreens Boots Alliance (WBA) in Q4 2023, closing a stake of 200 shares — an estimated $4.45K sold.

WR Wealth Planners first reported a position in WBA in Q1 2022 and held it in 5 quarters. The position peaked at $6.92K in Q1 2023. 1,071 funds tracked by Wall St. Rank hold WBA as of Q4 2023.

  • WR Wealth Planners reported no remaining Walgreens Boots Alliance position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 200 Walgreens Boots Alliance shares in Q4 2023, an estimated $4.45K.
  • WR Wealth Planners first reported a position in Walgreens Boots Alliance in Q1 2022 and held it in 5 quarters.
  • WR Wealth Planners's Walgreens Boots Alliance position peaked at $6.92K in Q1 2023.
  • 1,071 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.