TWM
STOR

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

Tradition 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
2022
Q2 		– Sell
-887
Closed -$26K – 1165
2022
Q1 		$26K Buy
887
+10
+1% +$308 ﹤0.01% 660
2021
Q4 		$30K Buy
877
+10
+1% +$340 ﹤0.01% 650
2021
Q3 		$28K Buy
867
+9
+1% +$319 ﹤0.01% 655
2021
Q2 		$30K Buy
858
+8
+0.9% +$278 ﹤0.01% 667
2021
Q1 		$28K Buy
850
+10
+1% +$326 ﹤0.01% 568
2020
Q4 		$29K Buy
+840
New +$25.5K 0.01% 518

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Tradition Wealth Management's STOR Position: Q2 2022 in Review

Tradition Wealth Management sold out of STORE Capital Corporation (STOR) in Q2 2022, closing a stake of 887 shares — an estimated $26K sold.

Tradition Wealth Management first reported a position in STOR in Q4 2020 and held it in 6 quarters. The position peaked at $30K in Q4 2021. 433 funds tracked by Wall St. Rank hold STOR as of Q2 2022.

  • Tradition Wealth Management reported no remaining STORE Capital Corporation position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 887 STORE Capital Corporation shares in Q2 2022, an estimated $26K.
  • Tradition Wealth Management first reported a position in STORE Capital Corporation in Q4 2020 and held it in 6 quarters.
  • Tradition Wealth Management's STORE Capital Corporation position peaked at $30K in Q4 2021.
  • 433 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.