Clear Perspective Advisors’s Starbucks SBUX Stock Holding History

Clear Perspective 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 Q4	$296K	Buy	+2,533	New	+$286K	0.09%	140
2018 Q4	–	Sell	-15,849	Closed	-$901K	–	144
2018 Q3	$901K	Buy	15,849 +637	+4%	+$33.7K	0.67%	39
2018 Q2	$743K	Buy	15,212 +1,572	+12%	+$89.2K	0.52%	51
2018 Q1	$790K	Buy	13,640 +3,460	+34%	+$200K	0.59%	41
2017 Q4	$585K	Buy	10,180 +6,080	+148%	+$344K	0.45%	61
2017 Q3	$220K	Buy	4,100 +3,800	+1,267%	+$211K	0.18%	128
2017 Q2	$17K	Buy	+300	New	+$18.1K	0.01%	301

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Clear Perspective Advisors's SBUX Position: Q4 2021 in Review

Clear Perspective Advisors opened a new position in Starbucks (SBUX) in Q4 2021: 2,533 shares worth $296K. The stake represents 0.09% of the portfolio and ranks #140 among its holdings. This is a return to the name: Clear Perspective Advisors previously reported a position in SBUX as recently as Q3 2018.

Clear Perspective Advisors first reported a position in SBUX in Q2 2017 and has held it in 7 quarters since. The position peaked at $901K in Q3 2018. 2,414 funds tracked by Wall St. Rank hold SBUX as of Q4 2021.

Clear Perspective Advisors held 2,533 shares of Starbucks worth $296K as of Q4 2021.
Starbucks was a new Clear Perspective Advisors position in Q4 2021.
Starbucks made up 0.09% of Clear Perspective Advisors's portfolio in Q4 2021, its #140 holding.
Clear Perspective Advisors first reported a position in Starbucks in Q2 2017 and has held it in 7 quarters since.
Clear Perspective Advisors's Starbucks position peaked at $901K in Q3 2018.
2,414 funds tracked by Wall St. Rank held Starbucks as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.