Selective Wealth Management’s Starbucks SBUX Stock Holding History

Selective 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
2022 Q4	–	Sell	-1,597	Closed	-$135K	–	607
2022 Q3	$135K	Buy	1,597 +1,049	+191%	+$89.1K	0.06%	168
2022 Q2	$42K	Sell	548 -127	-19%	-$9.75K	0.01%	353
2022 Q1	$61K	Hold	675	–	–	0.02%	273
2021 Q4	$79K	Hold	675	–	–	0.03%	219
2021 Q3	$74K	Hold	675	–	–	0.04%	216
2021 Q2	$75K	Buy	675 +194	+40%	+$21.9K	0.06%	142
2021 Q1	$53K	Buy	481 +300	+166%	+$31.5K	0.05%	123
2020 Q4	$19K	Hold	181	–	–	0.01%	192
2020 Q3	$16K	Hold	181	–	–	0.01%	172
2020 Q2	$13K	Buy	181 +100	+123%	+$7.51K	0.01%	219
2020 Q1	$5K	Hold	81	–	–	0.01%	212
2019 Q4	$7K	Hold	81	–	–	0.01%	189
2019 Q3	$7K	Buy	+81	New	+$7.51K	0.01%	197
2018 Q3	$6K	Buy	+100	New	+$5.29K	0.07%	105

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Selective Wealth Management's SBUX Position: Q4 2022 in Review

Selective Wealth Management sold out of Starbucks (SBUX) in Q4 2022, closing a stake of 1,597 shares — an estimated $135K sold.

Selective Wealth Management first reported a position in SBUX in Q3 2018 and held it in 14 quarters. The position peaked at $135K in Q3 2022. 2,333 funds tracked by Wall St. Rank hold SBUX as of Q4 2022.

Selective Wealth Management reported no remaining Starbucks position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,597 Starbucks shares in Q4 2022, an estimated $135K.
Selective Wealth Management first reported a position in Starbucks in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Starbucks position peaked at $135K in Q3 2022.
2,333 funds tracked by Wall St. Rank held Starbucks as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.