Strata Wealth Advisors’s Starbucks SBUX Stock Holding History

Strata Wealth Advisors’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
2023 Q1	–	Sell	-2,046	Closed	-$203K	–	56
2022 Q4	$203K	Buy	+2,046	New	+$193K	0.11%	49

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strata Wealth Advisors's SBUX Position: Q1 2023 in Review

Strata Wealth Advisors sold out of Starbucks (SBUX) in Q1 2023, closing a stake of 2,046 shares — an estimated $203K sold.

Strata Wealth Advisors first reported a position in SBUX in Q4 2022 and held it in 1 quarter. The position peaked at $203K in Q4 2022. 2,367 funds tracked by Wall St. Rank hold SBUX as of Q1 2023.

Strata Wealth Advisors reported no remaining Starbucks position as of Q1 2023 after selling out during the quarter.
Strata Wealth Advisors sold 2,046 Starbucks shares in Q1 2023, an estimated $203K.
Strata Wealth Advisors first reported a position in Starbucks in Q4 2022 and held it in 1 quarter.
Strata Wealth Advisors's Starbucks position peaked at $203K in Q4 2022.
2,367 funds tracked by Wall St. Rank held Starbucks as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.