TWD
STOR

True Wealth Design’s STORE Capital Corporation STOR Stock Holding History

True Wealth Design’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
-799
Closed -$25.6K – 900
2022
Q4 		$25.6K Buy
+799
New +$25.4K 0.01% 178

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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

True Wealth Design's STOR Position: Q1 2023 in Review

True Wealth Design sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 799 shares — an estimated $25.6K sold.

True Wealth Design first reported a position in STOR in Q4 2022 and held it in 1 quarter. The position peaked at $25.6K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • True Wealth Design reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • True Wealth Design sold 799 STORE Capital Corporation shares in Q1 2023, an estimated $25.6K.
  • True Wealth Design first reported a position in STORE Capital Corporation in Q4 2022 and held it in 1 quarter.
  • True Wealth Design's STORE Capital Corporation position peaked at $25.6K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

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