Ropes Wealth Advisors LLC

SEC CIK: 0001641652
Latest filing: Oct 19, 2023

SEC filings (opens in a new tab)

WBA holding history

Walgreens Boots Alliance, Inc. in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WBA overview All 13F holders of WBA Full Q3 2023 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of WBA by Ropes Wealth Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−17,071−100.0%	Sold out	Holders
Q3 2021	17,071	$803.0K	0.1%	−1,255−6.8%	Reduced	Holders
Q2 2021	18,326	$964.0K	0.2%	+370+2.1%	Added	Holders
Q1 2021	17,956	$974.0K	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.