AWM
STOR

Accel Wealth Management’s STORE Capital Corporation STOR Stock Holding History

Accel Wealth Management’s Portfolio STOR Stock Details STOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,367
Closed -$75.9K – 1273
2022
Q4 		$75.9K Sell
2,367
-266
-10% -$8.44K 0.04% 283
2022
Q3 		$83K Sell
2,633
-106
-4% -$3.01K 0.04% 274
2022
Q2 		$74K Sell
2,739
-901
-25% -$24.9K 0.04% 284
2022
Q1 		$108K Buy
3,640
+36
+1% +$1.11K 0.06% 247
2021
Q4 		$124K Buy
3,604
+628
+21% +$21.3K 0.06% 232
2021
Q3 		$95K Sell
2,976
-239
-7% -$8.46K 0.06% 226
2021
Q2 		$111K Buy
3,215
+26
+0.8% +$905 0.07% 221
2021
Q1 		$107K Buy
3,189
+157
+5% +$5.11K 0.09% 206
2020
Q4 		$103K Buy
+3,032
New +$92.1K 0.1% 203

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Accel Wealth Management's STOR Position: Q1 2023 in Review

Accel Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 2,367 shares — an estimated $75.9K sold.

Accel Wealth Management first reported a position in STOR in Q4 2020 and held it in 9 quarters. The position peaked at $124K in Q4 2021. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Accel Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Accel Wealth Management sold 2,367 STORE Capital Corporation shares in Q1 2023, an estimated $75.9K.
  • Accel Wealth Management first reported a position in STORE Capital Corporation in Q4 2020 and held it in 9 quarters.
  • Accel Wealth Management's STORE Capital Corporation position peaked at $124K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Accel Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.