Caliber Wealth Management (Utah)’s Starbucks SBUX Stock Holding History

Caliber Wealth Management (Utah)’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 Q2	–	Sell	-1,979	Closed	-$206K	–	63
2023 Q1	$206K	Sell	1,979 -122	-6%	-$12.7K	0.15%	57
2022 Q4	$208K	Sell	2,101 -12,628	-86%	-$1.19M	0.16%	84
2022 Q3	$1.24M	Buy	14,729 +22	+0.1%	+$1.87K	0.98%	45
2022 Q2	$1.12M	Sell	14,707 -2,243	-13%	-$172K	0.87%	47
2022 Q1	$1.54M	Buy	16,950 +2,114	+14%	+$199K	0.98%	46
2021 Q4	$1.49M	Buy	14,836 +1,848	+14%	+$208K	1.03%	45
2021 Q3	$1.47M	Buy	12,988 +143	+1%	+$16.7K	1.04%	46
2021 Q2	$1.44M	Sell	12,845 -3,437	-21%	-$389K	1.02%	40
2021 Q1	$1.78M	Buy	16,282 +2,651	+19%	+$278K	1.29%	24
2020 Q4	$1.46M	Buy	+13,631	New	+$1.3M	1.43%	28

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caliber Wealth Management (Utah)'s SBUX Position: Q2 2023 in Review

Caliber Wealth Management (Utah) sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 1,979 shares — an estimated $206K sold.

Caliber Wealth Management (Utah) first reported a position in SBUX in Q4 2020 and held it in 10 quarters. The position peaked at $1.78M in Q1 2021. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

Caliber Wealth Management (Utah) reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 1,979 Starbucks shares in Q2 2023, an estimated $206K.
Caliber Wealth Management (Utah) first reported a position in Starbucks in Q4 2020 and held it in 10 quarters.
Caliber Wealth Management (Utah)'s Starbucks position peaked at $1.78M in Q1 2021.
2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2023, filed 27 Jul 2023.