Seven Springs Wealth Group’s Starbucks SBUX Stock Holding History

Seven Springs Wealth Group’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
2021 Q4	–	Sell	-3,146	Closed	-$347K	–	77
2021 Q3	$347K	Hold	3,146	–	–	0.17%	51
2021 Q2	$352K	Buy	+3,146	New	+$356K	0.15%	55
2021 Q1	–	Sell	-2,029	Closed	-$217K	–	237
2020 Q4	$217K	Buy	2,029 +63	+3%	+$6.01K	0.11%	48
2020 Q3	$169K	Hold	1,966	–	–	0.11%	51
2020 Q2	$145K	Hold	1,966	–	–	0.09%	52
2020 Q1	$129K	Buy	+1,966	New	+$159K	0.09%	57

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Seven Springs Wealth Group's SBUX Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Starbucks (SBUX) in Q4 2021, closing a stake of 3,146 shares — an estimated $347K sold.

Seven Springs Wealth Group first reported a position in SBUX in Q1 2020 and held it in 6 quarters. The position peaked at $352K in Q2 2021. 2,413 funds tracked by Wall St. Rank hold SBUX as of Q4 2021.

Seven Springs Wealth Group reported no remaining Starbucks position as of Q4 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 3,146 Starbucks shares in Q4 2021, an estimated $347K.
Seven Springs Wealth Group first reported a position in Starbucks in Q1 2020 and held it in 6 quarters.
Seven Springs Wealth Group's Starbucks position peaked at $352K in Q2 2021.
2,413 funds tracked by Wall St. Rank held Starbucks as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.