Fortem Financial Group’s Starbucks SBUX Stock Holding History

Fortem Financial 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
2021 Q1	–	Sell	-330	Closed	-$35K	–	388
2020 Q4	$35K	Buy	+330	New	+$31.5K	0.02%	269

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Fortem Financial Group's SBUX Position: Q1 2021 in Review

Fortem Financial Group sold out of Starbucks (SBUX) in Q1 2021, closing a stake of 330 shares — an estimated $35K sold.

Fortem Financial Group first reported a position in SBUX in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 2,230 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

Fortem Financial Group reported no remaining Starbucks position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 330 Starbucks shares in Q1 2021, an estimated $35K.
Fortem Financial Group first reported a position in Starbucks in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's Starbucks position peaked at $35K in Q4 2020.
2,230 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.