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AWMS
Advocacy Wealth Management Services’s
Starbucks
SBUX
Stock Holding History
Advocacy Wealth Management Services’s Portfolio
SBUX Stock Details
SBUX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-400
Closed
-$26K
–
169
2018
Q4
$26K
Hold
400
–
–
0.02%
69
2018
Q3
$23K
Hold
400
–
–
0.01%
83
2018
Q2
$20K
Hold
400
–
–
0.01%
87
2018
Q1
$23K
Hold
400
–
–
0.02%
79
2017
Q4
$23K
Sell
400
-600
-60%
-$34K
0.02%
97
2017
Q3
$56K
Buy
1,000
+400
+67%
+$22.2K
0.02%
61
2017
Q2
$35K
Hold
600
–
–
0.01%
94
2017
Q1
$35K
Sell
600
-300
-33%
-$17K
0.01%
98
2016
Q4
$50K
Hold
900
–
–
0.02%
72
2016
Q3
$49K
Hold
900
–
–
0.02%
116
2016
Q2
$51K
Sell
900
-700
-44%
-$39.8K
0.03%
143
2016
Q1
$96K
Sell
1,600
-100
-6%
-$5.82K
0.07%
130
2015
Q4
$102K
Buy
+1,700
New
+$104K
0.12%
121
2013
Q3
$27K
Buy
+700
New
+$25.2K
0.07%
158
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$1.37T AUM
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1-Year Est. Return
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$74.3B AUM
24.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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