ARS Wealth Advisors Group’s Starbucks SBUX Stock Holding History

ARS Wealth Advisors Group’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	-2,549	Closed	-$233K	–	173
2024 Q1	$233K	Sell	2,549 -28	-1%	-$2.6K	0.03%	149
2023 Q4	$247K	Buy	2,577 +28	+1%	+$2.73K	0.04%	132
2023 Q3	$233K	Sell	2,549 -431	-14%	-$42.3K	0.04%	133
2023 Q2	$295K	Buy	2,980 +317	+12%	+$32.9K	0.05%	116
2023 Q1	$277K	Buy	+2,663	New	+$277K	0.05%	105
2022 Q2	–	Sell	-2,262	Closed	-$206K	–	161
2022 Q1	$206K	Sell	2,262 -249	-10%	-$23.5K	0.04%	120
2021 Q4	$294K	Sell	2,511 -624	-20%	-$70.4K	0.05%	108
2021 Q3	$346K	Buy	+3,135	New	+$367K	0.06%	95

Other funds holding SBUX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ARS Wealth Advisors Group's SBUX Position: Q2 2024 in Review

ARS Wealth Advisors Group sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,549 shares — an estimated $233K sold.

ARS Wealth Advisors Group first reported a position in SBUX in Q3 2021 and held it in 8 quarters. The position peaked at $346K in Q3 2021. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

ARS Wealth Advisors Group reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
ARS Wealth Advisors Group sold 2,549 Starbucks shares in Q2 2024, an estimated $233K.
ARS Wealth Advisors Group first reported a position in Starbucks in Q3 2021 and held it in 8 quarters.
ARS Wealth Advisors Group's Starbucks position peaked at $346K in Q3 2021.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2024, filed 19 Jul 2024.