AWA
STOR

Alta Wealth Advisors’s STORE Capital Corporation STOR Stock Holding History

Alta Wealth Advisors’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
-18,025
Closed -$527K – 152
2022
Q1 		$527K Sell
18,025
-100
-0.6% -$3.08K 0.31% 103
2021
Q4 		$624K Sell
18,125
-50
-0.3% -$1.7K 0.38% 84
2021
Q3 		$582K Hold
18,175
– – 0.42% 83
2021
Q2 		$627K Buy
18,175
+75
+0.4% +$2.61K 0.46% 83
2021
Q1 		$606K Sell
18,100
-100
-0.5% -$3.26K 0.51% 78
2020
Q4 		$618K Buy
+18,200
New +$553K 0.52% 65

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 $3.38T AUM 44.17% 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 $4.04B AUM 11.59% 1-Year Est. Return

Alta Wealth Advisors's STOR Position: Q2 2022 in Review

Alta Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q2 2022, closing a stake of 18,025 shares — an estimated $527K sold.

Alta Wealth Advisors first reported a position in STOR in Q4 2020 and held it in 6 quarters. The position peaked at $627K in Q2 2021. 433 funds tracked by Wall St. Rank hold STOR as of Q2 2022.

  • Alta Wealth Advisors reported no remaining STORE Capital Corporation position as of Q2 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 18,025 STORE Capital Corporation shares in Q2 2022, an estimated $527K.
  • Alta Wealth Advisors first reported a position in STORE Capital Corporation in Q4 2020 and held it in 6 quarters.
  • Alta Wealth Advisors's STORE Capital Corporation position peaked at $627K in Q2 2021.
  • 433 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q2 2022.

Based on Alta Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.