AWM
CORE

Atticus Wealth Management’s Core Mark Holding Co., Inc. CORE Stock Holding History

Atticus Wealth Management’s Portfolio CORE Stock Details CORE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-67
Closed -$2K – 453
2019
Q4 		$2K Buy
+67
New +$1.85K ﹤0.01% 292

Other funds holding CORE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Atticus Wealth Management's CORE Position: Q1 2020 in Review

Atticus Wealth Management sold out of Core Mark Holding Co., Inc. (CORE) in Q1 2020, closing a stake of 67 shares — an estimated $2K sold.

Atticus Wealth Management first reported a position in CORE in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 175 funds tracked by Wall St. Rank hold CORE as of Q1 2020.

  • Atticus Wealth Management reported no remaining Core Mark Holding Co., Inc. position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 67 Core Mark Holding Co., Inc. shares in Q1 2020, an estimated $2K.
  • Atticus Wealth Management first reported a position in Core Mark Holding Co., Inc. in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Core Mark Holding Co., Inc. position peaked at $2K in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.