Align Wealth Management’s Starbucks SBUX Stock Holding History

Align Wealth Management’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
2022 Q4	$16.3K	Buy	+193	New	+$18.2K	0.01%	117

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Align Wealth Management's SBUX Position: Q4 2022 in Review

Align Wealth Management opened a new position in Starbucks (SBUX) in Q4 2022: 193 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #117 among its holdings.

2,333 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Align Wealth Management held 193 shares of Starbucks worth $16.3K as of Q4 2022.
Starbucks was a new Align Wealth Management position in Q4 2022.
Starbucks made up 0.01% of Align Wealth Management's portfolio in Q4 2022, its #117 holding.
2,333 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.