SW
STOR

SMART Wealth’s STORE Capital Corporation STOR Stock Holding History

SMART Wealth’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
-14,008
Closed -$449K – 87
2022
Q4 		$449K Buy
+14,008
New +$445K 0.34% 53

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

SMART Wealth's STOR Position: Q1 2023 in Review

SMART Wealth sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 14,008 shares — an estimated $449K sold.

SMART Wealth first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $449K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • SMART Wealth reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • SMART Wealth sold 14,008 STORE Capital Corporation shares in Q1 2023, an estimated $449K.
  • SMART Wealth first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • SMART Wealth's STORE Capital Corporation position peaked at $449K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on SMART Wealth's 13F filing for Q1 2023, filed 16 Dec 2024.