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Harvest Group Wealth Management’s Starbucks SBUX Stock Holding History

Harvest Group Wealth Management’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
-20
Closed -$2K – 580
2020
Q4 		$2K Hold
20
– – ﹤0.01% 378
2020
Q3 		$2K Sell
20
-80
-80% -$6.38K ﹤0.01% 375
2020
Q2 		$7K Sell
100
-124
-55% -$9.32K 0.01% 237
2020
Q1 		$14K Buy
224
+50
+29% +$4.04K 0.01% 173
2019
Q4 		$15K Hold
174
– – 0.01% 193
2019
Q3 		$15K Buy
174
+154
+770% +$14.3K 0.02% 196
2019
Q2 		$1K Hold
20
– – ﹤0.01% 801
2019
Q1 		$1K Buy
+20
New +$1.38K ﹤0.01% 835

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Harvest Group Wealth Management's SBUX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Starbucks (SBUX) in Q1 2021, closing a stake of 20 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in SBUX in Q1 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 2,231 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Starbucks position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 20 Starbucks shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Starbucks in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Starbucks position peaked at $15K in Q4 2019.
  • 2,231 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.