Avondale Wealth Management’s Starbucks SBUX Stock Holding History

Avondale 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
2023 Q2	–	Sell	-200	Closed	-$20.8K	–	133
2023 Q1	$20.8K	Hold	200	–	–	0.02%	107
2022 Q4	$19.8K	Sell	200 -100	-33%	-$9.44K	0.02%	101
2022 Q3	$25K	Hold	300	–	–	0.03%	89
2022 Q2	$23K	Sell	300 -50	-14%	-$3.84K	0.03%	87
2022 Q1	$32K	Buy	350 +50	+17%	+$4.72K	0.04%	74
2021 Q4	$35K	Hold	300	–	–	0.04%	75
2021 Q3	$33K	Hold	300	–	–	0.03%	80
2021 Q2	$34K	Hold	300	–	–	0.03%	82
2021 Q1	$33K	Hold	300	–	–	0.03%	78
2020 Q4	$32K	Hold	300	–	–	0.04%	68
2020 Q3	$26K	Hold	300	–	–	0.04%	67
2020 Q2	$22K	Hold	300	–	–	0.03%	67
2020 Q1	$20K	Hold	300	–	–	0.03%	70
2019 Q4	$26K	Hold	300	–	–	0.04%	63
2019 Q3	$27K	Hold	300	–	–	0.04%	62
2019 Q2	$25K	Hold	300	–	–	0.02%	71
2019 Q1	$22K	Hold	300	–	–	0.02%	77
2018 Q4	$19K	Hold	300	–	–	0.02%	73
2018 Q3	$17K	Hold	300	–	–	0.02%	74
2018 Q2	$15K	Hold	300	–	–	0.01%	76
2018 Q1	$17K	Hold	300	–	–	0.01%	68
2017 Q4	$17K	Buy	+300	New	+$17K	0.01%	78

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avondale Wealth Management's SBUX Position: Q2 2023 in Review

Avondale Wealth Management sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 200 shares — an estimated $20.8K sold.

Avondale Wealth Management first reported a position in SBUX in Q4 2017 and held it in 22 quarters. The position peaked at $35K in Q4 2021. 2,350 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Avondale Wealth Management reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Avondale Wealth Management sold 200 Starbucks shares in Q2 2023, an estimated $20.8K.
Avondale Wealth Management first reported a position in Starbucks in Q4 2017 and held it in 22 quarters.
Avondale Wealth Management's Starbucks position peaked at $35K in Q4 2021.
2,350 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Avondale Wealth Management's 13F filing for Q2 2023, filed 6 Jul 2023.