DAS
STOR

Dynamic Advisor Solutions’s STORE Capital Corporation STOR Stock Holding History

Dynamic Advisor 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
-16,543
Closed -$530K – 817
2022
Q4 		$530K Buy
16,543
+402
+2% +$12.8K 0.04% 420
2022
Q3 		$506K Buy
16,141
+20
+0.1% +$568 0.04% 386
2022
Q2 		$420K Buy
16,121
+485
+3% +$13.4K 0.03% 445
2022
Q1 		$457K Buy
15,636
+9
+0.1% +$277 0.03% 454
2021
Q4 		$538K Sell
15,627
-57
-0.4% -$1.94K 0.04% 406
2021
Q3 		$502K Buy
15,684
+218
+1% +$7.72K 0.04% 447
2021
Q2 		$534K Buy
15,466
+76
+0.5% +$2.65K 0.04% 414
2021
Q1 		$516K Sell
15,390
-508
-3% -$16.5K 0.05% 378
2020
Q4 		$540K Buy
15,898
+42
+0.3% +$1.28K 0.05% 349
2020
Q3 		$435K Sell
15,856
-51
-0.3% -$1.3K 0.05% 343
2020
Q2 		$379K Buy
15,907
+1,458
+10% +$29.2K 0.05% 335
2020
Q1 		$262K Buy
14,449
+1,848
+15% +$61K 0.05% 357
2019
Q4 		$469K Buy
12,601
+49
+0.4% +$1.9K 0.06% 317
2019
Q3 		$470K Buy
12,552
+50
+0.4% +$1.79K 0.07% 286
2019
Q2 		$415K Buy
+12,502
New +$422K 0.07% 294
2019
Q1 		– Sell
-10,983
Closed -$336K – 457
2018
Q4 		$336K Sell
10,983
-751
-6% -$21.9K 0.07% 267
2018
Q3 		$326K Buy
11,734
+1,871
+19% +$52.7K 0.07% 286
2018
Q2 		$270K Hold
9,863
– – 0.06% 318
2018
Q1 		$245K Buy
+9,863
New +$240K 0.06% 295

Other funds holding STOR

VF
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
IA
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

Dynamic Advisor Solutions's STOR Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 16,543 shares — an estimated $530K sold.

Dynamic Advisor Solutions first reported a position in STOR in Q1 2018 and held it in 19 quarters. The position peaked at $540K in Q4 2020. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 16,543 STORE Capital Corporation shares in Q1 2023, an estimated $530K.
  • Dynamic Advisor Solutions first reported a position in STORE Capital Corporation in Q1 2018 and held it in 19 quarters.
  • Dynamic Advisor Solutions's STORE Capital Corporation position peaked at $540K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.