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Investors Asset Management of Georgia’s Starbucks SBUX Stock Holding History

Investors Asset Management of Georgia’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
2022
Q4 		– Sell
-1,772
Closed -$149K – 444
2022
Q3 		$149K Hold
1,772
– – 0.08% 175
2022
Q2 		$135K Buy
+1,772
New +$136K 0.07% 177

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 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

Investors Asset Management of Georgia's SBUX Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 1,772 shares — an estimated $149K sold.

Investors Asset Management of Georgia first reported a position in SBUX in Q2 2022 and held it in 2 quarters. The position peaked at $149K in Q3 2022. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 1,772 Starbucks shares in Q4 2022, an estimated $149K.
  • Investors Asset Management of Georgia first reported a position in Starbucks in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Starbucks position peaked at $149K in Q3 2022.
  • 2,333 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.