Lighthouse Financial Advisors’s Starbucks SBUX Stock Holding History

Lighthouse Financial Advisors’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
2020 Q1	–	Sell	-628	Closed	-$55K	–	229
2019 Q4	$55K	Buy	+628	New	+$53.5K	0.03%	124

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lighthouse Financial Advisors's SBUX Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Starbucks (SBUX) in Q1 2020, closing a stake of 628 shares — an estimated $55K sold.

Lighthouse Financial Advisors first reported a position in SBUX in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 1,871 funds tracked by Wall St. Rank hold SBUX as of Q1 2020.

Lighthouse Financial Advisors reported no remaining Starbucks position as of Q1 2020 after selling out during the quarter.
Lighthouse Financial Advisors sold 628 Starbucks shares in Q1 2020, an estimated $55K.
Lighthouse Financial Advisors first reported a position in Starbucks in Q4 2019 and held it in 1 quarter.
Lighthouse Financial Advisors's Starbucks position peaked at $55K in Q4 2019.
1,871 funds tracked by Wall St. Rank held Starbucks as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.