Wealthstreet Investment Advisors’s Starbucks SBUX Stock Holding History

Wealthstreet Investment 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	$14K	Hold	150	–	–	0.38%	47
2021 Q4	$18K	Hold	150	–	–	0.44%	45
2021 Q3	$17K	Sell	150 -1,950	-93%	-$228K	0.47%	41
2021 Q2	$235K	Sell	2,100 -51,627	-96%	-$5.84M	1.22%	26
2021 Q1	$5.87M	Sell	53,727 -489	-0.9%	-$51.3K	0.57%	44
2020 Q4	$5.8M	Sell	54,216 -400	-0.7%	-$38.2K	0.59%	42
2020 Q3	$4.69M	Buy	54,616 +1,395	+3%	+$111K	0.52%	47
2020 Q2	$3.92M	Sell	53,221 -155	-0.3%	-$11.6K	0.48%	52
2020 Q1	$3.51M	Buy	53,376 +10,475	+24%	+$847K	0.52%	48
2019 Q4	$3.77M	Hold	42,901	–	–	0.44%	59
2019 Q3	$3.61M	Sell	42,901 -315	-0.7%	-$29.2K	0.46%	59
2019 Q2	$3.62M	Sell	43,216 -200	-0.5%	-$15.7K	0.47%	58
2019 Q1	$3.23M	Sell	43,416 -231	-0.5%	-$15.9K	0.43%	65
2018 Q4	$2.92M	Buy	43,647 +482	+1%	+$30.2K	0.41%	65
2018 Q3	$2.45M	Sell	43,165 -1,689	-4%	-$89.3K	0.3%	78
2018 Q2	$2.19M	Sell	44,854 -2,255	-5%	-$128K	0.29%	87
2018 Q1	$2.73M	Buy	47,109 +1,042	+2%	+$60.2K	0.34%	71
2017 Q4	$2.65M	Buy	+46,067	New	+$2.61M	0.32%	76

Other funds holding SBUX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wealthstreet Investment Advisors's SBUX Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Starbucks (SBUX) position steady in Q1 2022 at 150 shares worth $14K. The position accounts for 0.38% of the portfolio, ranked #47.

Wealthstreet Investment Advisors first reported a position in SBUX in Q4 2017 and has held it in 18 quarters since. The position peaked at $5.87M in Q1 2021. 2,269 funds tracked by Wall St. Rank hold SBUX as of Q1 2022.

Wealthstreet Investment Advisors held 150 shares of Starbucks worth $14K as of Q1 2022.
Wealthstreet Investment Advisors left its Starbucks share count unchanged in Q1 2022.
Starbucks made up 0.38% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #47 holding.
Wealthstreet Investment Advisors first reported a position in Starbucks in Q4 2017 and has held it in 18 quarters since.
Wealthstreet Investment Advisors's Starbucks position peaked at $5.87M in Q1 2021.
2,269 funds tracked by Wall St. Rank held Starbucks as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.