Wealthspire Advisors (New York)
STOR

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

Wealthspire Advisors (New York)’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
2021
Q2 		– Sell
-12,515
Closed -$419K – 698
2021
Q1 		$419K Buy
12,515
+2,626
+27% +$85.5K 0.01% 441
2020
Q4 		$336K Buy
+9,889
New +$301K 0.01% 401

Other funds holding STOR

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s STOR Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of STORE Capital Corporation (STOR) in Q2 2021, closing a stake of 12,515 shares — an estimated $419K sold.

Wealthspire Advisors (New York) first reported a position in STOR in Q4 2020 and held it in 2 quarters. The position peaked at $419K in Q1 2021. 428 funds tracked by Wall St. Rank hold STOR as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining STORE Capital Corporation position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 12,515 STORE Capital Corporation shares in Q2 2021, an estimated $419K.
  • Wealthspire Advisors (New York) first reported a position in STORE Capital Corporation in Q4 2020 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s STORE Capital Corporation position peaked at $419K in Q1 2021.
  • 428 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.