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Hoover Financial Advisors’s Starbucks SBUX Stock Holding History

Hoover Financial 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
2021
Q2 		$17K Buy
156
+1
+0.6% +$113 ﹤0.01% 415
2021
Q1 		$18K Sell
155
-100
-39% -$10.5K ﹤0.01% 370
2020
Q4 		$26K Buy
+255
New +$24.3K 0.01% 307
2020
Q3 		– Sell
-254
Closed -$19K – 413
2020
Q2 		$19K Buy
+254
New +$19.1K 0.01% 286

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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Hoover Financial Advisors's SBUX Position: Q2 2021 in Review

Hoover Financial Advisors increased its Starbucks (SBUX) stake by 0.65% in Q2 2021, buying an estimated $113 and bringing the position to 156 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Hoover Financial Advisors first reported a position in SBUX in Q2 2020 and has held it in 4 quarters since. The position peaked at $26K in Q4 2020. 2,248 funds tracked by Wall St. Rank hold SBUX as of Q2 2021.

  • Hoover Financial Advisors held 156 shares of Starbucks worth $17K as of Q2 2021.
  • Hoover Financial Advisors bought 1 Starbucks share in Q2 2021, an estimated $113.
  • Starbucks made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #415 holding.
  • Hoover Financial Advisors first reported a position in Starbucks in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Starbucks position peaked at $26K in Q4 2020.
  • 2,248 funds tracked by Wall St. Rank held Starbucks as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.