Pursue Wealth Partners’s Starbucks SBUX Stock Holding History

Pursue Wealth Partners’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 Q3	–	Sell	-5,388	Closed	-$534K	–	102
2023 Q2	$534K	Hold	5,388	–	–	0.34%	62
2023 Q1	$561K	Buy	5,388 +983	+22%	+$102K	0.38%	62
2022 Q4	$437K	Hold	4,405	–	–	0.34%	68
2022 Q3	$371K	Sell	4,405 -2,000	-31%	-$170K	0.27%	76
2022 Q2	$489K	Hold	6,405	–	–	0.31%	69
2022 Q1	$532K	Hold	6,405	–	–	0.22%	84
2021 Q4	$749K	Buy	+6,405	New	+$722K	0.29%	73

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Pursue Wealth Partners's SBUX Position: Q3 2023 in Review

Pursue Wealth Partners sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 5,388 shares — an estimated $534K sold.

Pursue Wealth Partners first reported a position in SBUX in Q4 2021 and held it in 7 quarters. The position peaked at $749K in Q4 2021. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

Pursue Wealth Partners reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
Pursue Wealth Partners sold 5,388 Starbucks shares in Q3 2023, an estimated $534K.
Pursue Wealth Partners first reported a position in Starbucks in Q4 2021 and held it in 7 quarters.
Pursue Wealth Partners's Starbucks position peaked at $749K in Q4 2021.
2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Pursue Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.