MWM
STOR

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

Moran 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
-83,025
Closed -$2.66M – 382
2022
Q4 		$2.66M Buy
+83,025
New +$2.63M 0.1% 192

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

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

Moran Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 83,025 shares — an estimated $2.66M sold.

Moran Wealth Management first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $2.66M in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Moran Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 83,025 STORE Capital Corporation shares in Q1 2023, an estimated $2.66M.
  • Moran Wealth Management first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's STORE Capital Corporation position peaked at $2.66M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.