Gratus Wealth Advisors’s Starbucks SBUX Stock Holding History

Gratus 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 Q1	–	Sell	-2,654	Closed	-$255K	–	140
2023 Q4	$255K	Buy	+2,654	New	+$258K	0.05%	122

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gratus Wealth Advisors's SBUX Position: Q1 2024 in Review

Gratus Wealth Advisors sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 2,654 shares — an estimated $255K sold.

Gratus Wealth Advisors first reported a position in SBUX in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 2,442 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

Gratus Wealth Advisors reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
Gratus Wealth Advisors sold 2,654 Starbucks shares in Q1 2024, an estimated $255K.
Gratus Wealth Advisors first reported a position in Starbucks in Q4 2023 and held it in 1 quarter.
Gratus Wealth Advisors's Starbucks position peaked at $255K in Q4 2023.
2,442 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Gratus Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.