AWG
STOR

Altus Wealth Group’s STORE Capital Corporation STOR Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-2,850
Closed -$97K – 824
2020
Q4 		$97K Buy
+2,850
New +$86.6K 0.09% 140

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Altus Wealth Group's STOR Position: Q1 2021 in Review

Altus Wealth Group sold out of STORE Capital Corporation (STOR) in Q1 2021, closing a stake of 2,850 shares — an estimated $97K sold.

Altus Wealth Group first reported a position in STOR in Q4 2020 and held it in 1 quarter. The position peaked at $97K in Q4 2020. 421 funds tracked by Wall St. Rank hold STOR as of Q1 2021.

  • Altus Wealth Group reported no remaining STORE Capital Corporation position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,850 STORE Capital Corporation shares in Q1 2021, an estimated $97K.
  • Altus Wealth Group first reported a position in STORE Capital Corporation in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's STORE Capital Corporation position peaked at $97K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.