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Divergent Wealth Advisors’s Starbucks SBUX Stock Holding History

Divergent Wealth Advisors’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
2018
Q4 		– Sell
-1,060
Closed -$59K – 109
2018
Q3 		$59K Hold
1,060
– – 0.02% 62
2018
Q2 		$52K Hold
1,060
– – 0.02% 59
2018
Q1 		$61K Buy
+1,060
New +$61.3K 0.02% 56

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Divergent Wealth Advisors's SBUX Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Starbucks (SBUX) in Q4 2018, closing a stake of 1,060 shares — an estimated $59K sold.

Divergent Wealth Advisors first reported a position in SBUX in Q1 2018 and held it in 3 quarters. The position peaked at $61K in Q1 2018. 1,623 funds tracked by Wall St. Rank hold SBUX as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Starbucks position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 1,060 Starbucks shares in Q4 2018, an estimated $59K.
  • Divergent Wealth Advisors first reported a position in Starbucks in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Starbucks position peaked at $61K in Q1 2018.
  • 1,623 funds tracked by Wall St. Rank held Starbucks as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.