EWM
STOR

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

Evermay 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
-700
Closed -$22.4K – 590
2022
Q4 		$22.4K Buy
+700
New +$22.2K ﹤0.01% 357
2021
Q3 		– Sell
-150
Closed -$5K – 547
2021
Q2 		$5K Buy
+150
New +$5.22K ﹤0.01% 454

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

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

Evermay Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 700 shares — an estimated $22.4K sold.

Evermay Wealth Management first reported a position in STOR in Q2 2021 and held it in 2 quarters. The position peaked at $22.4K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Evermay Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 700 STORE Capital Corporation shares in Q1 2023, an estimated $22.4K.
  • Evermay Wealth Management first reported a position in STORE Capital Corporation in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's STORE Capital Corporation position peaked at $22.4K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

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