SPIA
STOR

Steward Partners Investment Advisory’s STORE Capital Corporation STOR Stock Holding History

Steward Partners Investment Advisory’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
-157
Closed -$5.03K – 3468
2022
Q4 		$5.03K Hold
157
– – ﹤0.01% 2770
2022
Q3 		$5K Sell
157
-11,155
-99% -$317K ﹤0.01% 2806
2022
Q2 		$295K Sell
11,312
-1,734
-13% -$48K 0.01% 1041
2022
Q1 		$381K Sell
13,046
-5,998
-31% -$185K 0.01% 1023
2021
Q4 		$655K Buy
19,044
+14,769
+345% +$501K 0.01% 857
2021
Q3 		$137K Hold
4,275
– – ﹤0.01% 1430
2021
Q2 		$148K Sell
4,275
-1,800
-30% -$62.6K ﹤0.01% 1799
2021
Q1 		$204K Buy
6,075
+2,400
+65% +$78.1K ﹤0.01% 1287
2020
Q4 		$125K Buy
3,675
+1,128
+44% +$34.3K ﹤0.01% 1277
2020
Q3 		$70K Buy
2,547
+2,247
+749% +$57.1K ﹤0.01% 1359
2020
Q2 		$7K Hold
300
– – ﹤0.01% 2192
2020
Q1 		$5K Hold
300
– – ﹤0.01% 2107
2019
Q4 		$11K Sell
300
-35
-10% -$1.35K ﹤0.01% 1994
2019
Q3 		$12K Buy
335
+1
+0.3% +$36 ﹤0.01% 1929
2019
Q2 		$11K Buy
+334
New +$11.3K ﹤0.01% 1957
2018
Q4 		– Sell
-33
Closed -$1K – 2343
2018
Q3 		$1K Hold
33
– – ﹤0.01% 2549
2018
Q2 		$1K Sell
33
-25
-43% -$648 ﹤0.01% 2409
2018
Q1 		$1K Buy
+58
New +$1.41K ﹤0.01% 2183

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

Steward Partners Investment Advisory's STOR Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 157 shares — an estimated $5.03K sold.

Steward Partners Investment Advisory first reported a position in STOR in Q1 2018 and held it in 18 quarters. The position peaked at $655K in Q4 2021. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 157 STORE Capital Corporation shares in Q1 2023, an estimated $5.03K.
  • Steward Partners Investment Advisory first reported a position in STORE Capital Corporation in Q1 2018 and held it in 18 quarters.
  • Steward Partners Investment Advisory's STORE Capital Corporation position peaked at $655K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.