Impact Partnership Wealth’s Starbucks SBUX Stock Holding History

Impact Partnership Wealth’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	-49	Closed	-$4.48K	–	583
2024 Q1	$4.48K	Sell	49 -6	-11%	-$558	﹤0.01%	510
2023 Q4	$5.28K	Sell	55 -902	-94%	-$87.8K	﹤0.01%	570
2023 Q3	$87.3K	Sell	957 -681	-42%	-$66.8K	0.03%	332
2023 Q2	$162K	Buy	+1,638	New	+$170K	0.06%	157

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

Impact Partnership Wealth's SBUX Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 49 shares — an estimated $4.48K sold.

Impact Partnership Wealth first reported a position in SBUX in Q2 2023 and held it in 4 quarters. The position peaked at $162K in Q2 2023. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Impact Partnership Wealth reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 49 Starbucks shares in Q2 2024, an estimated $4.48K.
Impact Partnership Wealth first reported a position in Starbucks in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's Starbucks position peaked at $162K in Q2 2023.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.