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

TCI 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	-1,456	Closed	-$46.7K	–	2690
2022 Q4	$46.7K	Buy	1,456 +584	+67%	+$18.5K	0.01%	434
2022 Q3	$27K	Sell	872 -1	-0.1%	-$28	﹤0.01%	550
2022 Q2	$23K	Buy	873 +9	+1%	+$249	﹤0.01%	605
2022 Q1	$25K	Hold	864	–	–	﹤0.01%	607
2021 Q4	$30K	Hold	864	–	–	﹤0.01%	546
2021 Q3	$28K	Buy	864 +57	+7%	+$2.02K	﹤0.01%	567
2021 Q2	$28K	Hold	807	–	–	﹤0.01%	530
2021 Q1	$27K	Hold	807	–	–	0.01%	500
2020 Q4	$27K	Sell	807 -134	-14%	-$4.07K	0.01%	439
2020 Q3	$26K	Buy	941 +182	+24%	+$4.62K	0.01%	407
2020 Q2	$18K	Hold	759	–	–	0.01%	473
2020 Q1	$14K	Sell	759 -12	-2%	-$396	0.01%	515
2019 Q4	$29K	Sell	771 -194	-20%	-$7.51K	0.01%	487
2019 Q3	$36K	Buy	965 +206	+27%	+$7.38K	0.02%	388
2019 Q2	$25K	Hold	759	–	–	0.01%	435
2019 Q1	$25K	Hold	759	–	–	0.01%	454
2018 Q4	$21K	Hold	759	–	–	0.01%	470
2018 Q3	$21K	Hold	759	–	–	0.01%	498
2018 Q2	$21K	Hold	759	–	–	0.01%	475
2018 Q1	$19K	Sell	759 -5,405	-88%	-$131K	0.01%	499
2017 Q4	$161K	Hold	6,164	–	–	0.07%	178
2017 Q3	$153K	Hold	6,164	–	–	0.07%	169
2017 Q2	$138K	Buy	6,164 +759	+14%	+$16.8K	0.07%	172
2017 Q1	$129K	Sell	5,405 -99	-2%	-$2.4K	0.07%	185
2016 Q4	$136K	Buy	5,504 +99	+2%	+$2.56K	0.07%	187
2016 Q3	$159K	Hold	5,405	–	–	0.09%	153
2016 Q2	$159K	Hold	5,405	–	–	0.09%	145
2016 Q1	$140K	Hold	5,405	–	–	0.08%	165
2015 Q4	$125K	Hold	5,405	–	–	0.07%	184
2015 Q3	$112K	Hold	5,405	–	–	0.07%	181
2015 Q2	$109K	Hold	5,405	–	–	0.06%	185
2015 Q1	$126K	Buy	+5,405	New	+$121K	0.08%	156

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

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

TCI Wealth Advisors sold out of STORE Capital Corporation (STOR) in Q1 2023, closing a stake of 1,456 shares — an estimated $46.7K sold.

TCI Wealth Advisors first reported a position in STOR in Q1 2015 and held it in 32 quarters. The position peaked at $161K in Q4 2017. 5 funds tracked by Wall St. Rank hold STOR as of Q1 2023.

TCI Wealth Advisors reported no remaining STORE Capital Corporation position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,456 STORE Capital Corporation shares in Q1 2023, an estimated $46.7K.
TCI Wealth Advisors first reported a position in STORE Capital Corporation in Q1 2015 and held it in 32 quarters.
TCI Wealth Advisors's STORE Capital Corporation position peaked at $161K in Q4 2017.
5 funds tracked by Wall St. Rank held STORE Capital Corporation as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.