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

AllSquare 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	-200	Closed	-$6.41K	–	567
2022 Q4	$6.41K	Sell	200 -300	-60%	-$9.52K	﹤0.01%	399
2022 Q3	$16K	Buy	+500	New	+$14.2K	0.01%	304
2020 Q1	–	Sell	-426	Closed	-$16K	–	485
2019 Q4	$16K	Buy	+426	New	+$16.5K	0.01%	285

Other funds holding STOR

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

AllSquare Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 200 shares — an estimated $6.41K sold.

AllSquare Wealth Management first reported a position in STOR in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q3 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

AllSquare Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
AllSquare Wealth Management sold 200 STORE Capital Corporation shares in Q1 2023, an estimated $6.41K.
AllSquare Wealth Management first reported a position in STORE Capital Corporation in Q4 2019 and held it in 3 quarters.
AllSquare Wealth Management's STORE Capital Corporation position peaked at $16K in Q3 2022.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on AllSquare Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.