Intrepid Financial Planning Group’s Starbucks SBUX Stock Holding History

Intrepid Financial Planning Group’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 Q3	–	Sell	-2,761	Closed	-$215K	–	133
2024 Q2	$215K	Hold	2,761	–	–	0.09%	114
2024 Q1	$252K	Buy	2,761 +7	+0.3%	+$651	0.11%	108
2023 Q4	$264K	Hold	2,754	–	–	0.13%	100
2023 Q3	$251K	Hold	2,754	–	–	0.13%	95
2023 Q2	$273K	Buy	2,754 +199	+8%	+$20.7K	0.13%	93
2023 Q1	$266K	Sell	2,555 -200	-7%	-$20.8K	0.13%	92
2022 Q4	$273K	Sell	2,755 -500	-15%	-$47.2K	0.15%	86
2022 Q3	$274K	Hold	3,255	–	–	0.16%	75
2022 Q2	$249K	Buy	+3,255	New	+$250K	0.14%	81

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Intrepid Financial Planning Group's SBUX Position: Q3 2024 in Review

Intrepid Financial Planning Group sold out of Starbucks (SBUX) in Q3 2024, closing a stake of 2,761 shares — an estimated $215K sold.

Intrepid Financial Planning Group first reported a position in SBUX in Q2 2022 and held it in 9 quarters. The position peaked at $274K in Q3 2022. 2,331 funds tracked by Wall St. Rank hold SBUX as of Q3 2024.

Intrepid Financial Planning Group reported no remaining Starbucks position as of Q3 2024 after selling out during the quarter.
Intrepid Financial Planning Group sold 2,761 Starbucks shares in Q3 2024, an estimated $215K.
Intrepid Financial Planning Group first reported a position in Starbucks in Q2 2022 and held it in 9 quarters.
Intrepid Financial Planning Group's Starbucks position peaked at $274K in Q3 2022.
2,331 funds tracked by Wall St. Rank held Starbucks as of Q3 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2024, filed 4 Nov 2024.