Cypress Point Wealth Management’s Starbucks SBUX Stock Holding History

Cypress Point Wealth Management’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
2024 Q4	–	Sell	-6,701	Closed	-$653K	–	76
2024 Q3	$653K	Buy	+6,701	New	+$575K	0.26%	49
2021 Q4	–	Sell	-266	Closed	-$29K	–	127
2021 Q3	$29K	Buy	266 +1	+0.4%	+$117	0.02%	77
2021 Q2	$30K	Sell	265 -70	-21%	-$7.91K	0.02%	79
2021 Q1	$37K	Sell	335 -7,189	-96%	-$755K	0.04%	46
2020 Q4	$805K	Buy	+7,524	New	+$718K	1.22%	26

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Cypress Point Wealth Management's SBUX Position: Q4 2024 in Review

Cypress Point Wealth Management sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 6,701 shares — an estimated $653K sold.

Cypress Point Wealth Management first reported a position in SBUX in Q4 2020 and held it in 5 quarters. The position peaked at $805K in Q4 2020. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

Cypress Point Wealth Management reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
Cypress Point Wealth Management sold 6,701 Starbucks shares in Q4 2024, an estimated $653K.
Cypress Point Wealth Management first reported a position in Starbucks in Q4 2020 and held it in 5 quarters.
Cypress Point Wealth Management's Starbucks position peaked at $805K in Q4 2020.
2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Cypress Point Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.