RGT Wealth Advisors’s Starbucks SBUX Stock Holding History

RGT 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	-1,915	Closed	-$224K	–	293
2021 Q4	$224K	Buy	+1,915	New	+$216K	0.03%	84
2021 Q1	–	Sell	-2,586	Closed	-$277K	–	69
2020 Q4	$277K	Buy	+2,586	New	+$247K	0.06%	52
2018 Q2	–	Sell	-4,210	Closed	-$244K	–	74
2018 Q1	$244K	Buy	+4,210	New	+$243K	0.12%	86

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

RGT Wealth Advisors's SBUX Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 1,915 shares — an estimated $224K sold.

RGT Wealth Advisors first reported a position in SBUX in Q1 2018 and held it in 3 quarters. The position peaked at $277K in Q4 2020. 2,271 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

RGT Wealth Advisors reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 1,915 Starbucks shares in Q1 2022, an estimated $224K.
RGT Wealth Advisors first reported a position in Starbucks in Q1 2018 and held it in 3 quarters.
RGT Wealth Advisors's Starbucks position peaked at $277K in Q4 2020.
2,271 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.