TFO Wealth Partners’s Starbucks SBUX Stock Holding History

TFO 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
2024 Q2	–	Sell	-2	Closed	-$183	–	628
2024 Q1	$183	Sell	2 -7	-78%	-$651	﹤0.01%	512
2023 Q4	$864	Hold	9	–	–	﹤0.01%	225
2023 Q3	$892	Buy	9 +7	+350%	+$687	﹤0.01%	312
2023 Q2	$198	Hold	2	–	–	﹤0.01%	503
2023 Q1	$208	Sell	2 -44	-96%	-$4.58K	﹤0.01%	467
2022 Q4	$896	Buy	+46	New	+$4.34K	﹤0.01%	390
2022 Q3	–	Sell	-62	Closed	-$5K	–	429
2022 Q2	$5K	Buy	+62	New	+$4.76K	﹤0.01%	216
2021 Q2	–	Sell	-120	Closed	-$13K	–	171
2021 Q1	$13K	Buy	+120	New	+$12.6K	﹤0.01%	124
2020 Q4	–	Sell	-1,244	Closed	-$107K	–	152
2020 Q3	$107K	Hold	1,244	–	–	0.04%	37
2020 Q2	$92K	Hold	1,244	–	–	0.04%	41
2020 Q1	$81K	Hold	1,244	–	–	0.03%	47
2019 Q4	$109K	Buy	+1,244	New	+$106K	0.1%	46

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

TFO Wealth Partners's SBUX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Starbucks (SBUX) in Q2 2024, closing a stake of 2 shares — an estimated $183 sold.

TFO Wealth Partners first reported a position in SBUX in Q4 2019 and held it in 12 quarters. The position peaked at $109K in Q4 2019. 2,252 funds tracked by Wall St. Rank hold SBUX as of Q2 2024.

TFO Wealth Partners reported no remaining Starbucks position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 2 Starbucks shares in Q2 2024, an estimated $183.
TFO Wealth Partners first reported a position in Starbucks in Q4 2019 and held it in 12 quarters.
TFO Wealth Partners's Starbucks position peaked at $109K in Q4 2019.
2,252 funds tracked by Wall St. Rank held Starbucks as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.