OWA
STOR

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

One 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
-670
Closed -$21.5K – 637
2022
Q4 		$21.5K Buy
+670
New +$21.3K ﹤0.01% 516

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 $18.1B AUM 24.69% 1-Year Est. Return

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

One Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 670 shares — an estimated $21.5K sold.

One Wealth Advisors first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • One Wealth Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 670 STORE Capital Corporation shares in Q1 2023, an estimated $21.5K.
  • One Wealth Advisors first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's STORE Capital Corporation position peaked at $21.5K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

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