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Sound View Wealth Advisors Group’s Starbucks SBUX Stock Holding History

Sound View Wealth Advisors 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
2024
Q4 		– Sell
-3,210
Closed -$313K – 421
2024
Q3 		$313K Buy
+3,210
New +$275K 0.03% 328
2024
Q1 		– Sell
-2,180
Closed -$209K – 392
2023
Q4 		$209K Sell
2,180
-182
-8% -$17.7K 0.02% 367
2023
Q3 		$216K Buy
2,362
+229
+11% +$22.5K 0.03% 344
2023
Q2 		$211K Buy
2,133
+53
+3% +$5.5K 0.03% 344
2023
Q1 		$217K Sell
2,080
-100
-5% -$10.4K 0.03% 335
2022
Q4 		$209K Buy
+2,180
New +$206K 0.02% 367
2022
Q1 		– Sell
-1,946
Closed -$228K – 296
2021
Q4 		$228K Buy
+1,946
New +$219K 0.04% 271

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

Sound View Wealth Advisors Group's SBUX Position: Q4 2024 in Review

Sound View Wealth Advisors Group sold out of Starbucks (SBUX) in Q4 2024, closing a stake of 3,210 shares — an estimated $313K sold.

Sound View Wealth Advisors Group first reported a position in SBUX in Q4 2021 and held it in 7 quarters. The position peaked at $313K in Q3 2024. 2,402 funds tracked by Wall St. Rank hold SBUX as of Q4 2024.

  • Sound View Wealth Advisors Group reported no remaining Starbucks position as of Q4 2024 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 3,210 Starbucks shares in Q4 2024, an estimated $313K.
  • Sound View Wealth Advisors Group first reported a position in Starbucks in Q4 2021 and held it in 7 quarters.
  • Sound View Wealth Advisors Group's Starbucks position peaked at $313K in Q3 2024.
  • 2,402 funds tracked by Wall St. Rank held Starbucks as of Q4 2024.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2024, filed 7 Feb 2025.