MWP
STOR

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

Meridian 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
2021
Q2 		– Sell
-500
Closed -$17K – 1415
2021
Q1 		$17K Buy
+500
New +$16.3K 0.01% 321

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Berkshire Hathaway
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Principal Financial Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Meridian Wealth Partners's STOR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of STORE Capital Corporation (STOR) in Q2 2021, closing a stake of 500 shares — an estimated $17K sold.

Meridian Wealth Partners first reported a position in STOR in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 428 funds tracked by Wall St. Rank hold STOR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining STORE Capital Corporation position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 500 STORE Capital Corporation shares in Q2 2021, an estimated $17K.
  • Meridian Wealth Partners first reported a position in STORE Capital Corporation in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's STORE Capital Corporation position peaked at $17K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.