IAA
STOR

Independent Advisor Alliance’s STORE Capital Corporation STOR Stock Holding History

Independent Advisor Alliance’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
-16,502
Closed -$529 – 704
2022
Q4 		$529 Buy
16,502
+6,437
+64% +$204K ﹤0.01% 344
2022
Q3 		$315K Buy
+10,065
New +$286K 0.02% 470
2021
Q4 		– Sell
-95,072
Closed -$3.04M – 714
2021
Q3 		$3.04M Sell
95,072
-6,628
-7% -$235K 0.17% 119
2021
Q2 		$3.51M Sell
101,700
-432
-0.4% -$15K 0.19% 114
2021
Q1 		$3.42M Sell
102,132
-7,297
-7% -$238K 0.2% 105
2020
Q4 		$3.72M Buy
109,429
+9,996
+10% +$304K 0.25% 93
2020
Q3 		$2.73M Buy
99,433
+62,680
+171% +$1.59M 0.21% 101
2020
Q2 		$875K Buy
+36,753
New +$735K 0.09% 177

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

Independent Advisor Alliance's STOR Position: Q1 2023 in Review

Independent Advisor Alliance sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 16,502 shares — an estimated $529 sold.

Independent Advisor Alliance first reported a position in STOR in Q2 2020 and held it in 8 quarters. The position peaked at $3.72M in Q4 2020. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Independent Advisor Alliance reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 16,502 STORE Capital Corporation shares in Q1 2023, an estimated $529.
  • Independent Advisor Alliance first reported a position in STORE Capital Corporation in Q2 2020 and held it in 8 quarters.
  • Independent Advisor Alliance's STORE Capital Corporation position peaked at $3.72M in Q4 2020.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Independent Advisor Alliance's 13F filing for Q1 2023, filed 12 May 2023.