Rise Advisors’s STORE Capital Corporation STOR Stock Holding History

Rise 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	-97	Closed	-$3.1K	–	829
2022 Q4	$3.1K	Buy	97 +1	+1%	+$32	﹤0.01%	507
2022 Q3	$3K	Buy	96 +2	+2%	+$57	﹤0.01%	522
2022 Q2	$2K	Buy	94 +1	+1%	+$28	﹤0.01%	596
2022 Q1	$3K	Buy	93 +1	+1%	+$31	﹤0.01%	510
2021 Q4	$3.16K	Buy	+92	New	+$3.12K	﹤0.01%	469

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 $20.6B AUM 34.61% 1-Year Est. Return

Rise Advisors's STOR Position: Q1 2023 in Review

Rise Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 97 shares — an estimated $3.1K sold.

Rise Advisors first reported a position in STOR in Q4 2021 and held it in 5 quarters. The position peaked at $3.16K in Q4 2021. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

Rise Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
Rise Advisors sold 97 STORE Capital Corporation shares in Q1 2023, an estimated $3.1K.
Rise Advisors first reported a position in STORE Capital Corporation in Q4 2021 and held it in 5 quarters.
Rise Advisors's STORE Capital Corporation position peaked at $3.16K in Q4 2021.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.