SWM
SBUX icon

Sanctuary Wealth Management’s Starbucks SBUX Stock Holding History

Sanctuary Wealth Management’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
2024
Q4 		$14.7K Sell
161
-68
-30% -$6.58K 0.01% 155
2024
Q3 		$22.3K Buy
229
+161
+237% +$13.8K 0.02% 144
2024
Q2 		$5.29K Buy
+68
New +$5.54K ﹤0.01% 179
2024
Q1 		– Sell
-86
Closed -$8.26K – 292
2023
Q4 		$8.26K Hold
86
– – 0.01% 159
2023
Q3 		$7.85K Hold
86
– – 0.01% 150
2023
Q2 		$8.52K Buy
+86
New +$8.93K 0.01% 149
2022
Q4 		$8.53K Buy
+86
New +$8.12K 0.01% 137

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sanctuary Wealth Management's SBUX Position: Q4 2024 in Review

Sanctuary Wealth Management reduced its Starbucks (SBUX) stake by 30% in Q4 2024, selling an estimated $6.58K and leaving 161 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #155.

Sanctuary Wealth Management first reported a position in SBUX in Q4 2022 and has held it in 7 quarters since. The position peaked at $22.3K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Sanctuary Wealth Management held 161 shares of Starbucks worth $14.7K as of Q4 2024.
  • Sanctuary Wealth Management sold 68 Starbucks shares in Q4 2024, an estimated $6.58K.
  • Starbucks made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #155 holding.
  • Sanctuary Wealth Management first reported a position in Starbucks in Q4 2022 and has held it in 7 quarters since.
  • Sanctuary Wealth Management's Starbucks position peaked at $22.3K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.