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Adirondack Retirement Specialists’s Starbucks SBUX Stock Holding History

Adirondack Retirement Specialists’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
-80
Closed -$7.92K – 110
2023
Q2 		$7.92K Hold
80
– – 0.01% 58
2023
Q1 		$8.32K Hold
80
– – 0.01% 72
2022
Q4 		$7.94K Hold
80
– – 0.01% 54
2022
Q3 		$7K Buy
+80
New +$6.8K 0.01% 61

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Adirondack Retirement Specialists's SBUX Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 80 shares — an estimated $7.92K sold.

Adirondack Retirement Specialists first reported a position in SBUX in Q3 2022 and held it in 4 quarters. The position peaked at $8.32K in Q1 2023. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 80 Starbucks shares in Q3 2023, an estimated $7.92K.
  • Adirondack Retirement Specialists first reported a position in Starbucks in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Starbucks position peaked at $8.32K in Q1 2023.
  • 2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.