IWS
SBUX icon

Insight Wealth Strategies’s Starbucks SBUX Stock Holding History

Insight Wealth Strategies’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
2024
Q1 		– Sell
-10,858
Closed -$1.04M – 179
2023
Q4 		$1.04M Buy
10,858
+1,036
+11% +$101K 0.17% 113
2023
Q3 		$896K Buy
9,822
+770
+9% +$75.6K 0.17% 101
2023
Q2 		$897K Sell
9,052
-85
-0.9% -$8.82K 0.17% 97
2023
Q1 		$951K Sell
9,137
-105
-1% -$10.9K 0.19% 92
2022
Q4 		$917K Buy
9,242
+339
+4% +$32K 0.18% 95
2022
Q3 		$680K Hold
8,903
– – 0.13% 107
2022
Q2 		$680K Buy
8,903
+959
+12% +$73.7K 0.13% 107
2022
Q1 		$723K Buy
7,944
+1,335
+20% +$126K 0.11% 118
2021
Q4 		$773K Buy
6,609
+894
+16% +$101K 0.11% 115
2021
Q3 		$630K Buy
5,715
+232
+4% +$27.2K 0.09% 135
2021
Q2 		$613K Sell
5,483
-2,757
-33% -$312K 0.09% 133
2021
Q1 		$900K Buy
8,240
+2,823
+52% +$296K 0.12% 110
2020
Q4 		$580K Buy
5,417
+168
+3% +$16K 0.1% 106
2020
Q3 		$451K Buy
5,249
+686
+15% +$54.7K 0.08% 110
2020
Q2 		$336K Buy
+4,563
New +$343K 0.07% 119
2020
Q1 		– Sell
-3,807
Closed -$335K – 190
2019
Q4 		$335K Sell
3,807
-9,343
-71% -$797K 0.07% 165
2019
Q3 		$1.16M Buy
13,150
+1,469
+13% +$136K 0.27% 64
2019
Q2 		$979K Buy
11,681
+2,178
+23% +$171K 0.24% 65
2019
Q1 		$706K Buy
+9,503
New +$653K 0.2% 75

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Insight Wealth Strategies's SBUX Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Starbucks (SBUX) in Q1 2024, closing a stake of 10,858 shares — an estimated $1.04M sold.

Insight Wealth Strategies first reported a position in SBUX in Q1 2019 and held it in 19 quarters. The position peaked at $1.16M in Q3 2019. 2,441 funds tracked by Wall St. Rank hold SBUX as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Starbucks position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,858 Starbucks shares in Q1 2024, an estimated $1.04M.
  • Insight Wealth Strategies first reported a position in Starbucks in Q1 2019 and held it in 19 quarters.
  • Insight Wealth Strategies's Starbucks position peaked at $1.16M in Q3 2019.
  • 2,441 funds tracked by Wall St. Rank held Starbucks as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.