CWP
STOR

Concord Wealth Partners’s STORE Capital Corporation STOR Stock Holding History

Concord Wealth Partners’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
-27
Closed -$866 – 1271
2022
Q4 		$866 Buy
+27
New +$857 ﹤0.01% 1091

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

Concord Wealth Partners's STOR Position: Q1 2023 in Review

Concord Wealth Partners sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 27 shares — an estimated $866 sold.

Concord Wealth Partners first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $866 in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Concord Wealth Partners reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 27 STORE Capital Corporation shares in Q1 2023, an estimated $866.
  • Concord Wealth Partners first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • Concord Wealth Partners's STORE Capital Corporation position peaked at $866 in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.