CWM
STOR

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

Compass 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
-1,225
Closed -$39.3K – 425
2022
Q4 		$39.3K Buy
+1,225
New +$38.9K 0.01% 257

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 $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Compass Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 1,225 shares — an estimated $39.3K sold.

Compass Wealth Management first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $39.3K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Compass Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Compass Wealth Management sold 1,225 STORE Capital Corporation shares in Q1 2023, an estimated $39.3K.
  • Compass Wealth Management first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • Compass Wealth Management's STORE Capital Corporation position peaked at $39.3K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.