Adams Wealth Management’s Starbucks SBUX Stock Holding History

Adams 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	–	Sell	-1,784	Closed	-$209K	–	78
2021 Q4	$209K	Sell	1,784 -179	-9%	-$20.2K	0.06%	75
2021 Q3	$217K	Hold	1,963	–	–	0.08%	74
2021 Q2	$219K	Hold	1,963	–	–	0.09%	70
2021 Q1	$214K	Hold	1,963	–	–	0.1%	68
2020 Q4	$210K	Sell	1,963 -131	-6%	-$12.5K	0.13%	60
2020 Q3	$180K	Buy	+2,094	New	+$167K	0.14%	62
2020 Q1	–	Sell	-3,119	Closed	-$274K	–	93
2019 Q4	$274K	Buy	+3,119	New	+$266K	0.23%	85

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Adams Wealth Management sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 1,784 shares — an estimated $209K sold.

Adams Wealth Management first reported a position in SBUX in Q4 2019 and held it in 7 quarters. The position peaked at $274K in Q4 2019. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Adams Wealth Management reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
Adams Wealth Management sold 1,784 Starbucks shares in Q1 2022, an estimated $209K.
Adams Wealth Management first reported a position in Starbucks in Q4 2019 and held it in 7 quarters.
Adams Wealth Management's Starbucks position peaked at $274K in Q4 2019.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Adams Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.