CWA
STOR

Clarus Wealth Advisors’s STORE Capital Corporation STOR Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-101
Closed -$3K – 588
2019
Q2 		$3K Buy
101
+1
+1% +$34 ﹤0.01% 554
2019
Q1 		$3K Hold
100
– – ﹤0.01% 647
2018
Q4 		$3K Hold
100
– – ﹤0.01% 636
2018
Q3 		$3K Hold
100
– – ﹤0.01% 667
2018
Q2 		$2K Buy
+100
New +$2.59K ﹤0.01% 686

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Clarus Wealth Advisors's STOR Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q3 2019, closing a stake of 101 shares — an estimated $3K sold.

Clarus Wealth Advisors first reported a position in STOR in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 398 funds tracked by Wall St. Rank hold STOR as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining STORE Capital Corporation position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 101 STORE Capital Corporation shares in Q3 2019, an estimated $3K.
  • Clarus Wealth Advisors first reported a position in STORE Capital Corporation in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's STORE Capital Corporation position peaked at $3K in Q2 2019.
  • 398 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.