Wealthspire Advisors (Maryland)’s STORE Capital Corporation STOR Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q1	–	Sell	-7,202	Closed	-$268K	–	523
2019 Q4	$268K	Buy	7,202 +1,475	+26%	+$57.1K	0.02%	405
2019 Q3	$214K	Buy	+5,727	New	+$205K	0.02%	421
2019 Q2	–	Sell	-3,528	Closed	-$118K	–	2252
2019 Q1	$118K	Sell	3,528 -2	-0.1%	-$63	0.01%	582
2018 Q4	$100K	Buy	3,530 +1,017	+40%	+$29.6K	0.01%	603
2018 Q3	$70K	Hold	2,513	–	–	0.01%	836
2018 Q2	$69K	Hold	2,513	–	–	0.01%	860
2018 Q1	$62K	Buy	2,513 +13	+0.5%	+$316	0.01%	899
2017 Q4	$65K	Buy	+2,500	New	+$64K	0.01%	901
2017 Q2	–	Sell	-47	Closed	-$1K	–	2307
2017 Q1	$1K	Buy	+47	New	+$1.14K	﹤0.01%	1870
2016 Q4	–	Sell	-87	Closed	-$3K	–	1871
2016 Q3	$3K	Buy	+87	New	+$2.59K	﹤0.01%	1510

Other funds holding STOR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STOR Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of STORE Capital Corporation (STOR) in Q1 2020, closing a stake of 7,202 shares — an estimated $268K sold.

Wealthspire Advisors (Maryland) first reported a position in STOR in Q3 2016 and held it in 10 quarters. The position peaked at $268K in Q4 2019. 379 funds tracked by Wall St. Rank hold STOR as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining STORE Capital Corporation position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 7,202 STORE Capital Corporation shares in Q1 2020, an estimated $268K.
Wealthspire Advisors (Maryland) first reported a position in STORE Capital Corporation in Q3 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s STORE Capital Corporation position peaked at $268K in Q4 2019.
379 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.