Independence Wealth Advisors’s Starbucks SBUX Stock Holding History

Independence 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
2020 Q4	$650K	Sell	6,075 -496	-8%	-$47.4K	1.46%	9
2020 Q3	$564K	Sell	6,571 -207	-3%	-$16.5K	1.46%	9
2020 Q2	$499K	Sell	6,778 -1,975	-23%	-$148K	1.2%	15
2020 Q1	$575K	Sell	8,753 -867	-9%	-$70.1K	0.69%	17
2019 Q4	$846K	Hold	9,620	–	–	0.82%	17
2019 Q3	$851K	Hold	9,620	–	–	0.9%	18
2019 Q2	$806K	Hold	9,620	–	–	0.79%	18
2019 Q1	$715K	Hold	9,620	–	–	0.77%	19
2018 Q4	$620K	Hold	9,620	–	–	0.75%	17
2018 Q3	$547K	Hold	9,620	–	–	0.55%	18
2018 Q2	$469K	Hold	9,620	–	–	0.49%	18
2018 Q1	$557K	Hold	9,620	–	–	0.51%	21
2017 Q4	$552K	Buy	+9,620	New	+$544K	0.5%	22

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Independence Wealth Advisors's SBUX Position: Q4 2020 in Review

Independence Wealth Advisors reduced its Starbucks (SBUX) stake by 7.5% in Q4 2020, selling an estimated $47.4K and leaving 6,075 shares worth $650K. The position accounts for 1.46% of the portfolio, ranked #9.

Independence Wealth Advisors first reported a position in SBUX in Q4 2017 and has held it in 13 quarters since. The position peaked at $851K in Q3 2019. 2,204 funds tracked by Wall St. Rank hold SBUX as of Q4 2020.

Independence Wealth Advisors held 6,075 shares of Starbucks worth $650K as of Q4 2020.
Independence Wealth Advisors sold 496 Starbucks shares in Q4 2020, an estimated $47.4K.
Starbucks made up 1.46% of Independence Wealth Advisors's portfolio in Q4 2020, its #9 holding.
Independence Wealth Advisors first reported a position in Starbucks in Q4 2017 and has held it in 13 quarters since.
Independence Wealth Advisors's Starbucks position peaked at $851K in Q3 2019.
2,204 funds tracked by Wall St. Rank held Starbucks as of Q4 2020.

Based on Independence Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.