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Colton Groome Financial Advisors’s Starbucks SBUX Stock Holding History

Colton Groome Financial 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
2022
Q1 		– Sell
-3,742
Closed -$438K – 133
2021
Q4 		$438K Buy
3,742
+8
+0.2% +$902 0.18% 83
2021
Q3 		$412K Hold
3,734
– – 0.18% 76
2021
Q2 		$417K Buy
+3,734
New +$422K 0.19% 75

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Colton Groome Financial Advisors's SBUX Position: Q1 2022 in Review

Colton Groome Financial Advisors sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 3,742 shares — an estimated $438K sold.

Colton Groome Financial Advisors first reported a position in SBUX in Q2 2021 and held it in 3 quarters. The position peaked at $438K in Q4 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

  • Colton Groome Financial Advisors reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 3,742 Starbucks shares in Q1 2022, an estimated $438K.
  • Colton Groome Financial Advisors first reported a position in Starbucks in Q2 2021 and held it in 3 quarters.
  • Colton Groome Financial Advisors's Starbucks position peaked at $438K in Q4 2021.
  • 2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.