SWM
STOR

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

Spire 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
-3,139
Closed -$101K – 2633
2022
Q4 		$101K Buy
3,139
+1,155
+58% +$36.7K 0.01% 739
2022
Q3 		$62K Sell
1,984
-11,625
-85% -$330K ﹤0.01% 880
2022
Q2 		$355K Sell
13,609
-6,567
-33% -$182K 0.01% 576
2022
Q1 		$590K Sell
20,176
-4,121
-17% -$127K 0.02% 519
2021
Q4 		$836K Buy
24,297
+4,521
+23% +$154K 0.02% 524
2021
Q3 		$633K Sell
19,776
-239
-1% -$8.46K 0.02% 533
2021
Q2 		$691K Sell
20,015
-4,889
-20% -$170K 0.02% 523
2021
Q1 		$783K Buy
+24,904
New +$811K 0.02% 524

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 $20.6B AUM 34.61% 1-Year Est. Return

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

Spire Wealth Management sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 3,139 shares — an estimated $101K sold.

Spire Wealth Management first reported a position in STOR in Q1 2021 and held it in 8 quarters. The position peaked at $836K in Q4 2021. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Spire Wealth Management reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 3,139 STORE Capital Corporation shares in Q1 2023, an estimated $101K.
  • Spire Wealth Management first reported a position in STORE Capital Corporation in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's STORE Capital Corporation position peaked at $836K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.