V Wealth Advisors’s Starbucks SBUX Stock Holding History

V Wealth Advisors’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
2021 Q4	–	Sell	-600	Closed	-$66K	–	545
2021 Q3	$66K	Buy	+600	New	+$70.3K	0.01%	519

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

V Wealth Advisors's SBUX Position: Q3 2023 in Review

V Wealth Advisors sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 9,816 shares — an estimated $972K sold.

V Wealth Advisors first reported a position in SBUX in Q1 2016 and held it in 29 quarters. The position peaked at $1.63M in Q3 2021. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

V Wealth Advisors reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,816 Starbucks shares in Q3 2023, an estimated $972K.
V Wealth Advisors first reported a position in Starbucks in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's Starbucks position peaked at $1.63M in Q3 2021.
2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.