Atria Wealth Solutions’s STORE Capital Corporation STOR Stock Holding History

Atria Wealth Solutions’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	-10,155	Closed	-$326K	–	1974
2022 Q4	$326K	Sell	10,155 -8,463	-45%	-$269K	0.01%	1318
2022 Q3	$586K	Buy	18,618 +5,879	+46%	+$167K	0.01%	939
2022 Q2	$332K	Sell	12,739 -7,104	-36%	-$197K	0.01%	1160
2022 Q1	$583K	Buy	+19,843	New	+$612K	0.01%	981

Other funds holding STOR

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's STOR Position: Q1 2023 in Review

Atria Wealth Solutions sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 10,155 shares — an estimated $326K sold.

Atria Wealth Solutions first reported a position in STOR in Q1 2022 and held it in 4 quarters. The position peaked at $586K in Q3 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

Atria Wealth Solutions reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
Atria Wealth Solutions sold 10,155 STORE Capital Corporation shares in Q1 2023, an estimated $326K.
Atria Wealth Solutions first reported a position in STORE Capital Corporation in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's STORE Capital Corporation position peaked at $586K in Q3 2022.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.