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Advanced Research Investment Solutions’s Starbucks SBUX Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-90
Closed -$8K – 127
2022
Q3 		$8K Hold
90
– – ﹤0.01% 138
2022
Q2 		$7K Hold
90
– – ﹤0.01% 110
2022
Q1 		$8K Buy
+90
New +$8.49K ﹤0.01% 161

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Advanced Research Investment Solutions's SBUX Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 90 shares — an estimated $8K sold.

Advanced Research Investment Solutions first reported a position in SBUX in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 90 Starbucks shares in Q4 2022, an estimated $8K.
  • Advanced Research Investment Solutions first reported a position in Starbucks in Q1 2022 and held it in 3 quarters.
  • Advanced Research Investment Solutions's Starbucks position peaked at $8K in Q3 2022.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.