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Dixon Hughes Goodman Wealth Advisors’s Starbucks SBUX Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$171K Buy
1,881
+108
+6% +$10.2K 0.05% 187
2021
Q4 		$207K Buy
+1,773
New +$200K 0.07% 147

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

Dixon Hughes Goodman Wealth Advisors's SBUX Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Starbucks (SBUX) stake by 6.1% in Q1 2022, buying an estimated $10.2K and bringing the position to 1,881 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #187.

Dixon Hughes Goodman Wealth Advisors first reported a position in SBUX in Q4 2021 and has held it in 2 quarters since. The position peaked at $207K in Q4 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,881 shares of Starbucks worth $171K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 108 Starbucks shares in Q1 2022, an estimated $10.2K.
  • Starbucks made up 0.05% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #187 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Starbucks in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Starbucks position peaked at $207K in Q4 2021.
  • 2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.