SWM
SBUX icon

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 – 608
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $528B AUM 27.57% 1-Year Est. Return