Blue Chip Wealth Management’s Starbucks SBUX Stock Holding History

Blue Chip 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
2020 Q3	$552K	Buy	6,420 +103	+2%	+$8.22K	0.44%	55
2020 Q2	$465K	Buy	6,317 +98	+2%	+$7.37K	0.44%	57
2020 Q1	$409K	Buy	6,219 +1,565	+34%	+$127K	0.51%	55
2019 Q4	$409K	Buy	4,654 +713	+18%	+$60.8K	0.38%	63
2019 Q3	$348K	Hold	3,941	–	–	0.36%	66
2019 Q2	$330K	Hold	3,941	–	–	0.35%	65
2019 Q1	$293K	Hold	3,941	–	–	0.33%	72
2018 Q4	$254K	Hold	3,941	–	–	0.33%	75
2018 Q3	$224K	Sell	3,941 -520	-12%	-$27.5K	0.23%	89
2018 Q2	$218K	Sell	4,461 -653	-13%	-$37.1K	0.24%	96
2018 Q1	$296K	Buy	+5,114	New	+$296K	0.3%	75

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 $3.38T AUM 44.17% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Chip Wealth Management's SBUX Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Starbucks (SBUX) stake by 1.6% in Q3 2020, buying an estimated $8.22K and bringing the position to 6,420 shares worth $552K. The position accounts for 0.44% of the portfolio, ranked #55.

Blue Chip Wealth Management first reported a position in SBUX in Q1 2018 and has held it in 11 quarters since. 1,999 funds tracked by Wall St. Rank hold SBUX as of Q3 2020.

Blue Chip Wealth Management held 6,420 shares of Starbucks worth $552K as of Q3 2020.
Blue Chip Wealth Management bought 103 Starbucks shares in Q3 2020, an estimated $8.22K.
Starbucks made up 0.44% of Blue Chip Wealth Management's portfolio in Q3 2020, its #55 holding.
Blue Chip Wealth Management first reported a position in Starbucks in Q1 2018 and has held it in 11 quarters since.
1,999 funds tracked by Wall St. Rank held Starbucks as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.