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Financial Enhancement Group’s Starbucks SBUX Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-600
Closed -$51K – 281
2022
Q3 		$51K Buy
+600
New +$51K 0.01% 139
2022
Q2 		– Sell
-74
Closed -$7K – 325
2022
Q1 		$7K Sell
74
-35
-32% -$3.3K ﹤0.01% 203
2021
Q4 		$13K Hold
109
– – ﹤0.01% 186
2021
Q3 		$12K Buy
+109
New +$12.8K ﹤0.01% 189
2020
Q4 		– Sell
-15
Closed -$1K – 312
2020
Q3 		$1K Buy
+15
New +$1.2K ﹤0.01% 245

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Financial Enhancement Group's SBUX Position: Q4 2022 in Review

Financial Enhancement Group sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 600 shares — an estimated $51K sold.

Financial Enhancement Group first reported a position in SBUX in Q3 2020 and held it in 5 quarters. The position peaked at $51K in Q3 2022. 2,332 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

  • Financial Enhancement Group reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 600 Starbucks shares in Q4 2022, an estimated $51K.
  • Financial Enhancement Group first reported a position in Starbucks in Q3 2020 and held it in 5 quarters.
  • Financial Enhancement Group's Starbucks position peaked at $51K in Q3 2022.
  • 2,332 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.