SIG
STOR

Sargent Investment Group’s STORE Capital Corporation STOR Stock Holding History

Sargent Investment Group’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
-7,000
Closed -$224K – 216
2022
Q4 		$224K Buy
+7,000
New +$222K 0.07% 166

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

Sargent Investment Group's STOR Position: Q1 2023 in Review

Sargent Investment Group sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 7,000 shares — an estimated $224K sold.

Sargent Investment Group first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Sargent Investment Group reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Sargent Investment Group sold 7,000 STORE Capital Corporation shares in Q1 2023, an estimated $224K.
  • Sargent Investment Group first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • Sargent Investment Group's STORE Capital Corporation position peaked at $224K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Sargent Investment Group's 13F filing for Q1 2023, filed 2 May 2023.