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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return