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Aries Wealth Management’s Starbucks SBUX Stock Holding History

Aries 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
2024
Q2 		– Sell
-5,898
Closed -$539K – 215
2024
Q1 		$539K Sell
5,898
-790
-12% -$73.5K 0.17% 119
2023
Q4 		$642K Sell
6,688
-29
-0.4% -$2.82K 0.23% 101
2023
Q3 		$629K Buy
6,717
+164
+3% +$16.1K 0.25% 97
2023
Q2 		$649K Buy
6,553
+18
+0.3% +$1.87K 0.25% 98
2023
Q1 		$680K Buy
6,535
+6
+0.1% +$624 0.28% 92
2022
Q4 		$648K Hold
6,529
– – 0.28% 94
2022
Q3 		$565K Hold
6,529
– – 0.25% 96
2022
Q2 		$499K Buy
6,529
+3,049
+88% +$234K 0.23% 99
2022
Q1 		$317K Sell
3,480
-2,619
-43% -$247K 0.14% 63
2021
Q4 		$713K Buy
6,099
+80
+1% +$9.02K 0.27% 85
2021
Q3 		$664K Buy
6,019
+338
+6% +$39.6K 0.28% 84
2021
Q2 		$635K Buy
5,681
+125
+2% +$14.1K 0.27% 87
2021
Q1 		$640K Buy
5,556
+115
+2% +$12.1K 0.29% 81
2020
Q4 		$575K Sell
5,441
-300
-5% -$28.6K 0.29% 81
2020
Q3 		$493K Buy
5,741
+140
+2% +$11.2K 0.28% 82
2020
Q2 		$412K Buy
5,601
+140
+3% +$10.5K 0.25% 84
2020
Q1 		$355K Buy
5,461
+40
+0.7% +$3.23K 0.27% 83
2019
Q4 		$478K Hold
5,421
– – 0.29% 81
2019
Q3 		$468K Sell
5,421
-70
-1% -$6.49K 0.31% 77
2019
Q2 		$482K Sell
5,491
-98
-2% -$7.68K 0.34% 78
2019
Q1 		$415K Sell
5,589
-25
-0.4% -$1.72K 0.31% 78
2018
Q4 		$362K Buy
5,614
+126
+2% +$7.89K 0.38% 72
2018
Q3 		$312K Hold
5,488
– – 0.28% 88
2018
Q2 		$288K Hold
5,488
– – 0.27% 92
2018
Q1 		$326K Buy
5,488
+210
+4% +$12.1K 0.32% 85
2017
Q4 		$323K Buy
+5,278
New +$299K 0.3% 88

Other funds holding SBUX

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 $3.38T AUM 44.17% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aries Wealth Management's SBUX Position: Q2 2024 in Review

Aries Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 5,898 shares — an estimated $539K sold.

Aries Wealth Management first reported a position in SBUX in Q4 2017 and held it in 26 quarters. The position peaked at $713K in Q4 2021. 2,258 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Aries Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
  • Aries Wealth Management sold 5,898 Starbucks shares in Q2 2024, an estimated $539K.
  • Aries Wealth Management first reported a position in Starbucks in Q4 2017 and held it in 26 quarters.
  • Aries Wealth Management's Starbucks position peaked at $713K in Q4 2021.
  • 2,258 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Aries Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.