Melfa Wealth Management’s Starbucks SBUX Stock Holding History

Melfa Wealth Management’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	-2,199	Closed	-$201K	–	202
2024 Q1	$201K	Buy	+2,199	New	+$205K	0.15%	153

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

Melfa Wealth Management's SBUX Position: Q2 2024 in Review

Melfa Wealth Management sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2,199 shares — an estimated $201K sold.

Melfa Wealth Management first reported a position in SBUX in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

Melfa Wealth Management reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
Melfa Wealth Management sold 2,199 Starbucks shares in Q2 2024, an estimated $201K.
Melfa Wealth Management first reported a position in Starbucks in Q1 2024 and held it in 1 quarter.
Melfa Wealth Management's Starbucks position peaked at $201K in Q1 2024.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on Melfa Wealth Management's 13F filing for Q2 2024, filed 15 Jul 2024.