Clearview Wealth Advisors’s Starbucks SBUX Stock Holding History

Clearview 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
2023 Q3	–	Sell	-1,451	Closed	-$144K	–	520
2023 Q2	$144K	Buy	1,451 +22	+2%	+$2.28K	0.15%	121
2023 Q1	$149K	Sell	1,429 -98	-6%	-$10.2K	0.15%	125
2022 Q4	$152K	Buy	1,527 +2	+0.1%	+$189	0.12%	97
2022 Q3	$129K	Buy	1,525 +1	+0.1%	+$85	0.1%	95
2022 Q2	$116K	Buy	1,524 +3	+0.2%	+$230	0.09%	112
2022 Q1	$138K	Sell	1,521 -472	-24%	-$44.5K	0.09%	102
2021 Q4	$233K	Buy	1,993 +3	+0.2%	+$338	0.14%	104
2021 Q3	$220K	Buy	1,990 +4	+0.2%	+$468	0.14%	106
2021 Q2	$222K	Buy	1,986 +3	+0.2%	+$339	0.14%	107
2021 Q1	$217K	Buy	1,983 +3	+0.2%	+$315	0.14%	109
2020 Q4	$212K	Buy	+1,980	New	+$189K	0.14%	105

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Clearview Wealth Advisors's SBUX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Starbucks (SBUX) in Q3 2023, closing a stake of 1,451 shares — an estimated $144K sold.

Clearview Wealth Advisors first reported a position in SBUX in Q4 2020 and held it in 11 quarters. The position peaked at $233K in Q4 2021. 2,301 funds tracked by Wall St. Rank hold SBUX as of Q3 2023.

Clearview Wealth Advisors reported no remaining Starbucks position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,451 Starbucks shares in Q3 2023, an estimated $144K.
Clearview Wealth Advisors first reported a position in Starbucks in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Starbucks position peaked at $233K in Q4 2021.
2,301 funds tracked by Wall St. Rank held Starbucks as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.