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Retirement Financial Solutions’s Starbucks SBUX Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-64
Closed -$6.35K – 202
2022
Q4 		$6.35K Buy
+64
New +$6.04K 0.01% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Financial Solutions's SBUX Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 64 shares — an estimated $6.35K sold.

Retirement Financial Solutions first reported a position in SBUX in Q4 2022 and held it in 1 quarter. The position peaked at $6.35K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 64 Starbucks shares in Q1 2023, an estimated $6.35K.
  • Retirement Financial Solutions first reported a position in Starbucks in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Starbucks position peaked at $6.35K in Q4 2022.
  • 2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.