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Ironwood Financial’s Starbucks SBUX Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-102
Closed -$11K – 452
2021
Q3 		$11K Hold
102
– – ﹤0.01% 360
2021
Q2 		$11K Buy
102
+19
+23% +$2.15K ﹤0.01% 356
2021
Q1 		$9K Hold
83
– – ﹤0.01% 349
2020
Q4 		$9K Buy
83
+37
+80% +$3.53K ﹤0.01% 331
2020
Q3 		$4K Hold
46
– – ﹤0.01% 352
2020
Q2 		$3K Buy
+46
New +$3.46K ﹤0.01% 351
2015
Q3 		$10K Hold
176
– – ﹤0.01% 205
2015
Q2 		$9K Hold
176
– – ﹤0.01% 211
2015
Q1 		$8K Hold
176
– – ﹤0.01% 215
2014
Q4 		$7K Buy
+176
New +$6.87K ﹤0.01% 191

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Ironwood Financial's SBUX Position: Q4 2021 in Review

Ironwood Financial sold out of Starbucks (SBUX) in Q4 2021, closing a stake of 102 shares — an estimated $11K sold.

Ironwood Financial first reported a position in SBUX in Q4 2014 and held it in 10 quarters. The position peaked at $11K in Q3 2021. 2,413 funds tracked by Wall St. Rank hold SBUX as of Q4 2021.

  • Ironwood Financial reported no remaining Starbucks position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 102 Starbucks shares in Q4 2021, an estimated $11K.
  • Ironwood Financial first reported a position in Starbucks in Q4 2014 and held it in 10 quarters.
  • Ironwood Financial's Starbucks position peaked at $11K in Q3 2021.
  • 2,413 funds tracked by Wall St. Rank held Starbucks as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.