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Foster Victor Wealth Advisors’s Starbucks SBUX Stock Holding History

Foster Victor 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
Q2 		– Sell
-2,223
Closed -$231K – 165
2023
Q1 		$231K Buy
2,223
+77
+4% +$8.01K 0.03% 147
2022
Q4 		$229K Buy
+2,146
New +$203K 0.03% 139

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

Foster Victor Wealth Advisors's SBUX Position: Q2 2023 in Review

Foster Victor Wealth Advisors sold out of Starbucks (SBUX) in Q2 2023, closing a stake of 2,223 shares — an estimated $231K sold.

Foster Victor Wealth Advisors first reported a position in SBUX in Q4 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2023. 2,348 funds tracked by Wall St. Rank hold SBUX as of Q2 2023.

  • Foster Victor Wealth Advisors reported no remaining Starbucks position as of Q2 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 2,223 Starbucks shares in Q2 2023, an estimated $231K.
  • Foster Victor Wealth Advisors first reported a position in Starbucks in Q4 2022 and held it in 2 quarters.
  • Foster Victor Wealth Advisors's Starbucks position peaked at $231K in Q1 2023.
  • 2,348 funds tracked by Wall St. Rank held Starbucks as of Q2 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.