Catalyst Private Wealth’s Starbucks SBUX Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-690	Closed	-$59K	–	232
2020 Q3	$59K	Buy	+690	New	+$55K	0.06%	106

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Catalyst Private Wealth's SBUX Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Starbucks (SBUX) in Q4 2020, closing a stake of 690 shares — an estimated $59K sold.

Catalyst Private Wealth first reported a position in SBUX in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 2,205 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

Catalyst Private Wealth reported no remaining Starbucks position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 690 Starbucks shares in Q4 2020, an estimated $59K.
Catalyst Private Wealth first reported a position in Starbucks in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Starbucks position peaked at $59K in Q3 2020.
2,205 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.