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J. Arnold Wealth Management’s Starbucks SBUX Stock Holding History

J. Arnold Wealth Management’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
Q1 		– Sell
-4,180
Closed -$447K – 113
2020
Q4 		$447K Buy
4,180
+875
+26% +$83.5K 0.26% 28
2020
Q3 		$284K Sell
3,305
-2,605
-44% -$208K 0.21% 25
2020
Q2 		$435K Buy
+5,910
New +$444K 0.36% 27

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

J. Arnold Wealth Management's SBUX Position: Q1 2021 in Review

J. Arnold Wealth Management sold out of Starbucks (SBUX) in Q1 2021, closing a stake of 4,180 shares — an estimated $447K sold.

J. Arnold Wealth Management first reported a position in SBUX in Q2 2020 and held it in 3 quarters. The position peaked at $447K in Q4 2020. 2,229 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

  • J. Arnold Wealth Management reported no remaining Starbucks position as of Q1 2021 after selling out during the quarter.
  • J. Arnold Wealth Management sold 4,180 Starbucks shares in Q1 2021, an estimated $447K.
  • J. Arnold Wealth Management first reported a position in Starbucks in Q2 2020 and held it in 3 quarters.
  • J. Arnold Wealth Management's Starbucks position peaked at $447K in Q4 2020.
  • 2,229 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on J. Arnold Wealth Management's 13F filing for Q1 2021, filed 8 Sep 2021.