PWP
SBUX icon

Personal Wealth Partners’s Starbucks SBUX Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-828
Closed -$93K – 340
2021
Q2 		$93K Buy
+828
New +$93.6K 0.04% 118
2020
Q1 		– Sell
-905
Closed -$80K – 508
2019
Q4 		$80K Buy
905
+10
+1% +$853 0.03% 116
2019
Q3 		$79K Buy
895
+76
+9% +$7.05K 0.04% 117
2019
Q2 		$69K Buy
+819
New +$64.2K 0.03% 115

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Personal Wealth Partners's SBUX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Starbucks (SBUX) in Q3 2021, closing a stake of 828 shares — an estimated $93K sold.

Personal Wealth Partners first reported a position in SBUX in Q2 2019 and held it in 4 quarters. The position peaked at $93K in Q2 2021. 2,253 funds tracked by Wall St. Rank hold SBUX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Starbucks position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 828 Starbucks shares in Q3 2021, an estimated $93K.
  • Personal Wealth Partners first reported a position in Starbucks in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Starbucks position peaked at $93K in Q2 2021.
  • 2,253 funds tracked by Wall St. Rank held Starbucks as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.