JWM
STOR

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

Jeppson 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
-14,783
Closed -$474K – 210
2022
Q4 		$474K Buy
14,783
+2,345
+19% +$74.4K 0.2% 110
2022
Q3 		$390K Buy
12,438
+2,500
+25% +$71K 0.18% 117
2022
Q2 		$259K Buy
+9,938
New +$275K 0.11% 154
2020
Q4 		– Sell
-975
Closed -$27K – 493
2020
Q3 		$27K Buy
+975
New +$24.8K 0.02% 308

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

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

Jeppson Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 14,783 shares — an estimated $474K sold.

Jeppson Wealth Management first reported a position in STOR in Q3 2020 and held it in 4 quarters. The position peaked at $474K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Jeppson Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 14,783 STORE Capital Corporation shares in Q1 2023, an estimated $474K.
  • Jeppson Wealth Management first reported a position in STORE Capital Corporation in Q3 2020 and held it in 4 quarters.
  • Jeppson Wealth Management's STORE Capital Corporation position peaked at $474K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Jeppson Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.