Financial Synergies Wealth Advisors’s Starbucks SBUX Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-224	Closed	-$20.5K	–	384
2024 Q1	$20.5K	Sell	224 -166	-43%	-$15.4K	﹤0.01%	193
2023 Q4	$38.7K	Buy	390 +9	+2%	+$876	0.01%	103
2023 Q3	$34.8K	Buy	381 +1	+0.3%	+$98	0.01%	138
2023 Q2	$37.6K	Sell	380 -49	-11%	-$5.09K	0.01%	124
2023 Q1	$44.7K	Buy	429 +39	+10%	+$4.06K	0.01%	117
2022 Q4	$38.7K	Buy	390 +160	+70%	+$15.1K	0.01%	103
2022 Q3	$19.4K	Buy	230 +4	+2%	+$340	﹤0.01%	128
2022 Q2	$17.3K	Buy	+226	New	+$17.4K	﹤0.01%	141

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Financial Synergies Wealth Advisors's SBUX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 224 shares — an estimated $20.5K sold.

Financial Synergies Wealth Advisors first reported a position in SBUX in Q2 2022 and held it in 8 quarters. The position peaked at $44.7K in Q1 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 224 Starbucks shares in Q2 2024, an estimated $20.5K.
Financial Synergies Wealth Advisors first reported a position in Starbucks in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Starbucks position peaked at $44.7K in Q1 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.