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Benchmark Financial Wealth Advisors’s Starbucks SBUX Stock Holding History

Benchmark Financial 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
Q1 		– Sell
-2,248
Closed -$241K – 73
2020
Q4 		$241K Buy
+2,248
New +$215K 0.13% 59

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Benchmark Financial Wealth Advisors's SBUX Position: Q1 2021 in Review

Benchmark Financial Wealth Advisors sold out of Starbucks (SBUX) in Q1 2021, closing a stake of 2,248 shares — an estimated $241K sold.

Benchmark Financial Wealth Advisors first reported a position in SBUX in Q4 2020 and held it in 1 quarter. The position peaked at $241K in Q4 2020. 2,230 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

  • Benchmark Financial Wealth Advisors reported no remaining Starbucks position as of Q1 2021 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 2,248 Starbucks shares in Q1 2021, an estimated $241K.
  • Benchmark Financial Wealth Advisors first reported a position in Starbucks in Q4 2020 and held it in 1 quarter.
  • Benchmark Financial Wealth Advisors's Starbucks position peaked at $241K in Q4 2020.
  • 2,230 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.