LPWM LLC’s Starbucks SBUX Stock Holding History

LPWM LLC’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
2021 Q3	–	Sell	-1,721	Closed	-$202K	–	63
2021 Q2	$202K	Buy	+1,721	New	+$195K	0.12%	63

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

LPWM LLC's SBUX Position: Q3 2021 in Review

LPWM LLC sold out of Starbucks (SBUX) in Q3 2021, closing a stake of 1,721 shares — an estimated $202K sold.

LPWM LLC first reported a position in SBUX in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 2,251 funds tracked by Wall St. Rank hold SBUX as of Q3 2021.

LPWM LLC reported no remaining Starbucks position as of Q3 2021 after selling out during the quarter.
LPWM LLC sold 1,721 Starbucks shares in Q3 2021, an estimated $202K.
LPWM LLC first reported a position in Starbucks in Q2 2021 and held it in 1 quarter.
LPWM LLC's Starbucks position peaked at $202K in Q2 2021.
2,251 funds tracked by Wall St. Rank held Starbucks as of Q3 2021.

Based on LPWM LLC's 13F filing for Q3 2021, filed 13 Oct 2021.