AWM
STOR

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

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