LWM Advisory Services’s Starbucks SBUX Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-1,526	Closed	-$139K	–	139
2023 Q3	$139K	Buy	+1,526	New	+$150K	0.15%	78
2022 Q1	–	Sell	-1,930	Closed	-$226K	–	122
2021 Q4	$226K	Buy	+1,930	New	+$218K	0.28%	100

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

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

Norges Bank Oslo, Norway $935B AUM

LWM Advisory Services's SBUX Position: Q4 2023 in Review

LWM Advisory Services sold out of Starbucks (SBUX) in Q4 2023, closing a stake of 1,526 shares — an estimated $139K sold.

LWM Advisory Services first reported a position in SBUX in Q4 2021 and held it in 2 quarters. The position peaked at $226K in Q4 2021. 2,458 funds tracked by Wall St. Rank hold SBUX as of Q4 2023.

LWM Advisory Services reported no remaining Starbucks position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 1,526 Starbucks shares in Q4 2023, an estimated $139K.
LWM Advisory Services first reported a position in Starbucks in Q4 2021 and held it in 2 quarters.
LWM Advisory Services's Starbucks position peaked at $226K in Q4 2021.
2,458 funds tracked by Wall St. Rank held Starbucks as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.