Freedom Wealth Alliance’s Starbucks SBUX Stock Holding History

Freedom Wealth Alliance’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 Q1	–	Sell	-260	Closed	-$25.8K	–	373
2022 Q4	$25.8K	Buy	+260	New	+$24.5K	0.04%	169

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Norges Bank Oslo, Norway $935B AUM

Freedom Wealth Alliance's SBUX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 260 shares — an estimated $25.8K sold.

Freedom Wealth Alliance first reported a position in SBUX in Q4 2022 and held it in 1 quarter. The position peaked at $25.8K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

Freedom Wealth Alliance reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 260 Starbucks shares in Q1 2023, an estimated $25.8K.
Freedom Wealth Alliance first reported a position in Starbucks in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's Starbucks position peaked at $25.8K in Q4 2022.
2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.