Summit Wealth Group’s Starbucks SBUX Stock Holding History

Summit Wealth Group’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 Q2	–	Sell	-82,783	Closed	-$1K	–	221
2023 Q1	$1K	Buy	+82,783	New	+$8.62M	0.02%	134

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

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

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

Summit Wealth Group's SBUX Position: Q2 2023 in Review

Summit Wealth Group sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 82,783 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SBUX in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Summit Wealth Group reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 82,783 Starbucks shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in Starbucks in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Starbucks position peaked at $1K in Q1 2023.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.