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
2021 Q1	–	Sell	-6	Closed	-$1K	–	666
2020 Q4	$1K	Buy	+6	New	+$182	﹤0.01%	580

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 $18.1B AUM 24.69% 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.