EWA
STOR

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

EverSource 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
2023
Q1 		– Sell
-1,441
Closed -$46.2K – 2591
2022
Q4 		$46.2K Buy
1,441
+1,380
+2,262% +$43.8K 0.01% 791
2022
Q3 		$2K Sell
61
-2,204
-97% -$62.6K ﹤0.01% 1763
2022
Q2 		$59K Buy
+2,265
New +$62.7K 0.02% 575
2022
Q1 		– Sell
-74
Closed -$3K – 1906
2021
Q4 		$3K Buy
+74
New +$2.51K ﹤0.01% 1483

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

EverSource Wealth Advisors's STOR Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 1,441 shares — an estimated $46.2K sold.

EverSource Wealth Advisors first reported a position in STOR in Q4 2021 and held it in 4 quarters. The position peaked at $59K in Q2 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,441 STORE Capital Corporation shares in Q1 2023, an estimated $46.2K.
  • EverSource Wealth Advisors first reported a position in STORE Capital Corporation in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's STORE Capital Corporation position peaked at $59K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.