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Avantax Planning Partners’s Cencora COR Stock Holding History

Avantax Planning Partners’s Portfolio COR Stock Details COR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-727
Closed -$67K – 459
2018
Q3 		$67K Buy
+727
New +$62.9K 0.01% 426
2018
Q2 		– Sell
-820
Closed -$70K – 477
2018
Q1 		$70K Buy
+820
New +$78.8K 0.01% 468

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Avantax Planning Partners's COR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Cencora (COR) in Q4 2018, closing a stake of 727 shares — an estimated $67K sold.

Avantax Planning Partners first reported a position in COR in Q1 2018 and held it in 2 quarters. The position peaked at $70K in Q1 2018. 707 funds tracked by Wall St. Rank hold COR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Cencora position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 727 Cencora shares in Q4 2018, an estimated $67K.
  • Avantax Planning Partners first reported a position in Cencora in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Cencora position peaked at $70K in Q1 2018.
  • 707 funds tracked by Wall St. Rank held Cencora as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.