SWS
STOR

SYSTM Wealth Solutions’s STORE Capital Corporation STOR Stock Holding History

SYSTM Wealth Solutions’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
-14,879
Closed -$477K – 543
2022
Q4 		$477K Buy
+14,879
New +$472K 0.06% 351

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

SYSTM Wealth Solutions's STOR Position: Q1 2023 in Review

SYSTM Wealth Solutions sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 14,879 shares — an estimated $477K sold.

SYSTM Wealth Solutions first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $477K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • SYSTM Wealth Solutions reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 14,879 STORE Capital Corporation shares in Q1 2023, an estimated $477K.
  • SYSTM Wealth Solutions first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • SYSTM Wealth Solutions's STORE Capital Corporation position peaked at $477K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2023, filed 12 May 2023.