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Better Money Decisions’s Starbucks SBUX Stock Holding History

Better Money Decisions’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
Q3 		– Sell
-1,324
Closed -$101K – 361
2022
Q2 		$101K Buy
+1,324
New +$102K 0.09% 97
2022
Q1 		– Sell
-2,018
Closed -$236K – 64
2021
Q4 		$236K Sell
2,018
-494
-20% -$55.7K 0.2% 57
2021
Q3 		$277K Sell
2,512
-42
-2% -$4.92K 0.23% 58
2021
Q2 		$286K Buy
2,554
+508
+25% +$57.4K 0.26% 55
2021
Q1 		$224K Buy
+2,046
New +$215K 0.23% 56

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Better Money Decisions's SBUX Position: Q3 2022 in Review

Better Money Decisions sold out of Starbucks (SBUX) in Q3 2022, closing a stake of 1,324 shares — an estimated $101K sold.

Better Money Decisions first reported a position in SBUX in Q1 2021 and held it in 5 quarters. The position peaked at $286K in Q2 2021. 2,160 funds tracked by Wall St. Rank hold SBUX as of Q3 2022.

  • Better Money Decisions reported no remaining Starbucks position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 1,324 Starbucks shares in Q3 2022, an estimated $101K.
  • Better Money Decisions first reported a position in Starbucks in Q1 2021 and held it in 5 quarters.
  • Better Money Decisions's Starbucks position peaked at $286K in Q2 2021.
  • 2,160 funds tracked by Wall St. Rank held Starbucks as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.