ERTS Wealth Advisors’s Starbucks SBUX Stock Holding History

ERTS 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 Q1	–	Sell	-2,136	Closed	-$212K	–	92
2022 Q4	$212K	Buy	+2,136	New	+$202K	0.05%	89
2019 Q1	–	Sell	-355	Closed	-$23K	–	262
2018 Q4	$23K	Buy	+355	New	+$22.2K	0.02%	205

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

ERTS Wealth Advisors's SBUX Position: Q1 2023 in Review

ERTS Wealth Advisors sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 2,136 shares — an estimated $212K sold.

ERTS Wealth Advisors first reported a position in SBUX in Q4 2018 and held it in 2 quarters. The position peaked at $212K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

ERTS Wealth Advisors reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
ERTS Wealth Advisors sold 2,136 Starbucks shares in Q1 2023, an estimated $212K.
ERTS Wealth Advisors first reported a position in Starbucks in Q4 2018 and held it in 2 quarters.
ERTS Wealth Advisors's Starbucks position peaked at $212K in Q4 2022.
2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on ERTS Wealth Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.