Nauset Wealth Management’s Starbucks SBUX Stock Holding History

Nauset 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
2022 Q1	$12K	Buy	+137	New	+$12.9K	0.01%	193

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Nauset Wealth Management's SBUX Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Starbucks (SBUX) in Q1 2022: 137 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings.

2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Nauset Wealth Management held 137 shares of Starbucks worth $12K as of Q1 2022.
Starbucks was a new Nauset Wealth Management position in Q1 2022.
Starbucks made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #193 holding.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.