HWA
STOR

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

Heritage 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
2023
Q1 		– Sell
-850
Closed -$27.3K – 602
2022
Q4 		$27.3K Hold
850
– – ﹤0.01% 385
2022
Q3 		$26.6K Buy
850
+150
+21% +$4.26K ﹤0.01% 353
2022
Q2 		$18K Hold
700
– – ﹤0.01% 434
2022
Q1 		$20K Sell
700
-600
-46% -$18.5K ﹤0.01% 400
2021
Q4 		$45K Hold
1,300
– – ﹤0.01% 341
2021
Q3 		$41.6K Hold
1,300
– – ﹤0.01% 333
2021
Q2 		$44.9K Hold
1,300
– – ﹤0.01% 335
2021
Q1 		$43.5K Sell
1,300
-275
-17% -$8.95K ﹤0.01% 344
2020
Q4 		$54K Buy
1,575
+375
+31% +$11.4K ﹤0.01% 316
2020
Q3 		$32.9K Buy
1,200
+100
+9% +$2.54K ﹤0.01% 309
2020
Q2 		$26.2K Hold
1,100
– – ﹤0.01% 308
2020
Q1 		$19.9K Hold
1,100
– – ﹤0.01% 325
2019
Q4 		$41K Hold
1,100
– – 0.01% 317
2019
Q3 		$41K Hold
1,100
– – 0.01% 299
2019
Q2 		$36.5K Buy
1,100
+600
+120% +$20.3K 0.01% 290
2019
Q1 		$16.8K Hold
500
– – ﹤0.01% 321
2018
Q4 		$14K Buy
500
+300
+150% +$8.74K ﹤0.01% 290
2018
Q3 		$5K Buy
+200
New +$5.63K ﹤0.01% 332

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

Heritage Wealth Advisors's STOR Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 850 shares — an estimated $27.3K sold.

Heritage Wealth Advisors first reported a position in STOR in Q3 2018 and held it in 18 quarters. The position peaked at $54K in Q4 2020. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 850 STORE Capital Corporation shares in Q1 2023, an estimated $27.3K.
  • Heritage Wealth Advisors first reported a position in STORE Capital Corporation in Q3 2018 and held it in 18 quarters.
  • Heritage Wealth Advisors's STORE Capital Corporation position peaked at $54K in Q4 2020.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.