LWPC
SBUX icon

Legacy Wealth Partners (California)’s Starbucks SBUX Stock Holding History

Legacy Wealth Partners (California)’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
-8,593
Closed -$919K – 96
2020
Q4 		$919K Buy
8,593
+769
+10% +$73.4K 0.58% 41
2020
Q3 		$672K Buy
+7,824
New +$624K 0.48% 49

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

Legacy Wealth Partners (California)'s SBUX Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of Starbucks (SBUX) in Q1 2021, closing a stake of 8,593 shares — an estimated $919K sold.

Legacy Wealth Partners (California) first reported a position in SBUX in Q3 2020 and held it in 2 quarters. The position peaked at $919K in Q4 2020. 2,230 funds tracked by Wall St. Rank hold SBUX as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining Starbucks position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 8,593 Starbucks shares in Q1 2021, an estimated $919K.
  • Legacy Wealth Partners (California) first reported a position in Starbucks in Q3 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Starbucks position peaked at $919K in Q4 2020.
  • 2,230 funds tracked by Wall St. Rank held Starbucks as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.