BCR Wealth Strategies’s Starbucks SBUX Stock Holding History

BCR Wealth Strategies’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	–	Sell	-20	Closed	-$2K	–	86
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	84
2022 Q2	$2K	Buy	+20	New	+$1.54K	﹤0.01%	89

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCR Wealth Strategies's SBUX Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 20 shares — an estimated $2K sold.

BCR Wealth Strategies first reported a position in SBUX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

BCR Wealth Strategies reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
BCR Wealth Strategies sold 20 Starbucks shares in Q4 2022, an estimated $2K.
BCR Wealth Strategies first reported a position in Starbucks in Q2 2022 and held it in 2 quarters.
BCR Wealth Strategies's Starbucks position peaked at $2K in Q3 2022.
2,332 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.