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Curated Wealth Partners’s Starbucks SBUX Stock Holding History

Curated Wealth Partners’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
Q2 		– Sell
-1,706
Closed -$201K – 158
2022
Q1 		$201K Hold
1,706
– – 0.07% 135
2021
Q4 		$201K Buy
+1,706
New +$192K 0.07% 139

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Curated Wealth Partners's SBUX Position: Q2 2022 in Review

Curated Wealth Partners sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 1,706 shares — an estimated $201K sold.

Curated Wealth Partners first reported a position in SBUX in Q4 2021 and held it in 2 quarters. The position peaked at $201K in Q1 2022. 2,142 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

  • Curated Wealth Partners reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 1,706 Starbucks shares in Q2 2022, an estimated $201K.
  • Curated Wealth Partners first reported a position in Starbucks in Q4 2021 and held it in 2 quarters.
  • Curated Wealth Partners's Starbucks position peaked at $201K in Q1 2022.
  • 2,142 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.