SFS
STOR

Sowell Financial Services’s STORE Capital Corporation STOR Stock Holding History

Sowell Financial Services’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 – 3027
2021
Q1 		$17K Sell
500
-803
-62% -$26.1K ﹤0.01% 2126
2020
Q4 		$44K Hold
1,303
– – ﹤0.01% 1450
2020
Q3 		$36K Buy
1,303
+562
+76% +$14.3K ﹤0.01% 1328
2020
Q2 		$18K Sell
741
-726
-49% -$14.5K ﹤0.01% 1506
2020
Q1 		$27K Sell
1,467
-1,961
-57% -$64.8K ﹤0.01% 1289
2019
Q4 		$128K Buy
3,428
+2,660
+346% +$103K 0.01% 836
2019
Q3 		$29K Buy
+768
New +$27.5K ﹤0.01% 1165

Other funds holding STOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sowell Financial Services's STOR Position: Q2 2021 in Review

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

Sowell Financial Services first reported a position in STOR in Q3 2019 and held it in 7 quarters. The position peaked at $128K in Q4 2019. 428 funds tracked by Wall St. Rank hold STOR as of Q2 2021.

  • Sowell Financial Services reported no remaining STORE Capital Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 500 STORE Capital Corporation shares in Q2 2021, an estimated $17K.
  • Sowell Financial Services first reported a position in STORE Capital Corporation in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's STORE Capital Corporation position peaked at $128K in Q4 2019.
  • 428 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.