Aveo Capital Partners’s Starbucks SBUX Stock Holding History

Aveo Capital Partners’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 Q1	–	Sell	-2,270	Closed	-$218K	–	381
2023 Q4	$218K	Sell	2,270 -1,616	-42%	-$157K	0.03%	313
2023 Q3	$355K	Buy	3,886 +131	+3%	+$12.9K	0.05%	241
2023 Q2	$372K	Buy	3,755 +137	+4%	+$14.2K	0.05%	248
2023 Q1	$377K	Buy	3,618 +691	+24%	+$71.9K	0.05%	233
2022 Q4	$290K	Buy	2,927 +463	+19%	+$43.7K	0.04%	264
2022 Q3	$208K	Buy	+2,464	New	+$209K	0.04%	256
2022 Q1	–	Sell	-2,765	Closed	-$323K	–	301
2021 Q4	$323K	Sell	2,765 -46	-2%	-$5.19K	0.06%	213
2021 Q3	$310K	Buy	2,811 +88	+3%	+$10.3K	0.06%	204
2021 Q2	$304K	Buy	2,723 +191	+8%	+$21.6K	0.07%	212
2021 Q1	$277K	Buy	+2,532	New	+$266K	0.07%	203
2019 Q3	–	Sell	-3,465	Closed	-$314K	–	197
2019 Q2	$314K	Buy	3,465 +97	+3%	+$7.61K	0.14%	131
2019 Q1	$250K	Buy	+3,368	New	+$231K	0.12%	135

Other funds holding SBUX

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

BlackRock New York $5.7T 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return