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Lauterbach Financial Advisors’s Starbucks SBUX Stock Holding History

Lauterbach Financial 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
-2,951
Closed -$270K – 68
2024
Q1 		$270K Buy
2,951
+765
+35% +$71.2K 0.18% 53
2023
Q4 		$210K Sell
2,186
-1,622
-43% -$158K 0.15% 63
2023
Q3 		$348K Hold
3,808
– – 0.27% 38
2023
Q2 		$377K Hold
3,808
– – 0.29% 37
2023
Q1 		$397K Buy
3,808
+5
+0.1% +$520 0.32% 35
2022
Q4 		$377K Sell
3,803
-317
-8% -$29.9K 0.34% 32
2022
Q3 		$347K Buy
4,120
+6
+0.1% +$510 0.35% 30
2022
Q2 		$314K Buy
4,114
+280
+7% +$21.5K 0.3% 33
2022
Q1 		$349K Buy
3,834
+6
+0.2% +$566 0.32% 28
2021
Q4 		$448K Buy
+3,828
New +$432K 0.4% 26

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lauterbach Financial Advisors's SBUX Position: Q2 2024 in Review

Lauterbach Financial Advisors sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,951 shares — an estimated $270K sold.

Lauterbach Financial Advisors first reported a position in SBUX in Q4 2021 and held it in 10 quarters. The position peaked at $448K in Q4 2021. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

  • Lauterbach Financial Advisors reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 2,951 Starbucks shares in Q2 2024, an estimated $270K.
  • Lauterbach Financial Advisors first reported a position in Starbucks in Q4 2021 and held it in 10 quarters.
  • Lauterbach Financial Advisors's Starbucks position peaked at $448K in Q4 2021.
  • 2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.