New England Guild Wealth Advisors’s Starbucks SBUX Stock Holding History

New England Guild Wealth 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
2022 Q1	–	Sell	-1,951	Closed	-$228K	–	76
2021 Q4	$228K	Hold	1,951	–	–	0.11%	70
2021 Q3	$215K	Buy	1,951 +20	+1%	+$2.34K	0.11%	63
2021 Q2	$216K	Hold	1,931	–	–	0.12%	64
2021 Q1	$211K	Hold	1,931	–	–	0.12%	62
2020 Q4	$207K	Buy	+1,931	New	+$184K	0.12%	60

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

New England Guild Wealth Advisors's SBUX Position: Q1 2022 in Review

New England Guild Wealth Advisors sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 1,951 shares — an estimated $228K sold.

New England Guild Wealth Advisors first reported a position in SBUX in Q4 2020 and held it in 5 quarters. The position peaked at $228K in Q4 2021. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

New England Guild Wealth Advisors reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 1,951 Starbucks shares in Q1 2022, an estimated $228K.
New England Guild Wealth Advisors first reported a position in Starbucks in Q4 2020 and held it in 5 quarters.
New England Guild Wealth Advisors's Starbucks position peaked at $228K in Q4 2021.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.