IPW
STOR

Inlet Private Wealth’s STORE Capital Corporation STOR Stock Holding History

Inlet Private Wealth’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
-110,067
Closed -$3.53M – 134
2022
Q4 		$3.53M Sell
110,067
-19,176
-15% -$609K 0.93% 39
2022
Q3 		$4.05M Sell
129,243
-17,472
-12% -$496K 1.21% 24
2022
Q2 		$3.83M Buy
146,715
+24
+0% +$664 1.09% 30
2022
Q1 		$4.29M Buy
146,691
+20
+0% +$617 1.07% 32
2021
Q4 		$5.04M Sell
146,671
-829
-0.6% -$28.1K 1.22% 26
2021
Q3 		$4.72M Hold
147,500
– – 1.27% 23
2021
Q2 		$5.09M Buy
147,500
+3,300
+2% +$115K 1.33% 20
2021
Q1 		$4.83M Buy
144,200
+4,200
+3% +$137K 1.38% 22
2020
Q4 		$4.76M Buy
140,000
+19,575
+16% +$595K 1.56% 17
2020
Q3 		$3.3M Buy
+120,425
New +$3.06M 1.29% 21

Other funds holding STOR

VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return