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Financial Architects (New Jersey)’s Starbucks SBUX Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-1,200
Closed -$101K – 1150
2019
Q2 		$101K Buy
+1,200
New +$94.1K 0.02% 373
2019
Q1 		– Sell
-1,700
Closed -$109K – 1517
2018
Q4 		$109K Buy
+1,700
New +$106K 0.02% 383

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Architects (New Jersey)'s SBUX Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Starbucks (SBUX) stake by 5.3% in Q2 2023, buying an estimated $15.4K and bringing the position to 2,930 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #266.

Financial Architects (New Jersey) first reported a position in SBUX in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.26M in Q4 2021. 2,349 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

  • Financial Architects (New Jersey) held 2,930 shares of Starbucks worth $290K as of Q2 2023.
  • Financial Architects (New Jersey) bought 148 Starbucks shares in Q2 2023, an estimated $15.4K.
  • Starbucks made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #266 holding.
  • Financial Architects (New Jersey) first reported a position in Starbucks in Q2 2013 and has held it in 38 quarters since.
  • Financial Architects (New Jersey)'s Starbucks position peaked at $1.26M in Q4 2021.
  • 2,349 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.