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Landmark Wealth Management (New York)’s Starbucks SBUX Stock Holding History

Landmark Wealth Management (New York)’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
Q2 		– Sell
-242
Closed -$242 – 147
2022
Q1 		$242 Buy
+242
New +$22.8K ﹤0.01% 176

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Landmark Wealth Management (New York)'s SBUX Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Starbucks (SBUX) in Q2 2022, closing a stake of 242 shares — an estimated $242 sold.

Landmark Wealth Management (New York) first reported a position in SBUX in Q1 2022 and held it in 1 quarter. The position peaked at $242 in Q1 2022. 2,141 funds tracked by Wall St. Rank hold SBUX as of Q2 2022.

  • Landmark Wealth Management (New York) reported no remaining Starbucks position as of Q2 2022 after selling out during the quarter.
  • Landmark Wealth Management (New York) sold 242 Starbucks shares in Q2 2022, an estimated $242.
  • Landmark Wealth Management (New York) first reported a position in Starbucks in Q1 2022 and held it in 1 quarter.
  • Landmark Wealth Management (New York)'s Starbucks position peaked at $242 in Q1 2022.
  • 2,141 funds tracked by Wall St. Rank held Starbucks as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.