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Tobias Financial Advisors’s Starbucks SBUX Stock Holding History

Tobias Financial 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
2022
Q1 		– Sell
-217,770
Closed -$25.5M – 116
2021
Q4 		$25.5M Buy
+217,770
New +$24.6M 2% 24
2020
Q1 		– Sell
-357
Closed -$31K – 233
2019
Q4 		$31K Buy
+357
New +$30.4K 0.02% 114

Other funds holding SBUX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Tobias Financial Advisors's SBUX Position: Q1 2022 in Review

Tobias Financial Advisors sold out of Starbucks (SBUX) in Q1 2022, closing a stake of 217,770 shares — an estimated $25.5M sold.

Tobias Financial Advisors first reported a position in SBUX in Q4 2019 and held it in 2 quarters. The position peaked at $25.5M in Q4 2021. 2,270 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

  • Tobias Financial Advisors reported no remaining Starbucks position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 217,770 Starbucks shares in Q1 2022, an estimated $25.5M.
  • Tobias Financial Advisors first reported a position in Starbucks in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's Starbucks position peaked at $25.5M in Q4 2021.
  • 2,270 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.