SWA
STOR

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

Sutton 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
-5,853
Closed -$188K – 1663
2022
Q4 		$188K Hold
5,853
– – 0.07% 181
2022
Q3 		$183K Buy
5,853
+2,933
+100% +$83.3K 0.07% 176
2022
Q2 		$76.2K Buy
2,920
+2,913
+41,614% +$80.6K 0.03% 283
2022
Q1 		$205 Sell
7
-18
-72% -$555 ﹤0.01% 1572
2021
Q4 		$860 Buy
+25
New +$849 ﹤0.01% 1363
2019
Q1 		– Sell
-2,896
Closed -$82K – 1239
2018
Q4 		$82K Buy
+2,896
New +$84.4K 0.05% 215
2018
Q1 		– Sell
-402
Closed -$10.5K – 1158
2017
Q4 		$10.5K Buy
+402
New +$10.3K 0.01% 763
2016
Q4 		– Sell
-317
Closed -$9.34K – 1087
2016
Q3 		$9.34K Hold
317
– – 0.01% 684
2016
Q2 		$9.34K Buy
+317
New +$8.35K 0.01% 646

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

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

Sutton Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 5,853 shares — an estimated $188K sold.

Sutton Wealth Advisors first reported a position in STOR in Q2 2016 and held it in 9 quarters. The position peaked at $188K in Q4 2022. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5,853 STORE Capital Corporation shares in Q1 2023, an estimated $188K.
  • Sutton Wealth Advisors first reported a position in STORE Capital Corporation in Q2 2016 and held it in 9 quarters.
  • Sutton Wealth Advisors's STORE Capital Corporation position peaked at $188K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.