BWA
CORE

BDO Wealth Advisors’s Core Mark Holding Co., Inc. CORE Stock Holding History

BDO Wealth Advisors’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
2021
Q2 		– Sell
-22
Closed -$1K – 1238
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1142
2020
Q4 		$1K Hold
22
– – ﹤0.01% 912
2020
Q3 		$1K Buy
+22
New +$643 ﹤0.01% 855

Other funds holding CORE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 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

BDO Wealth Advisors's CORE Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Core Mark Holding Co., Inc. (CORE) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in CORE in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 186 funds tracked by Wall St. Rank hold CORE as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Core Mark Holding Co., Inc. position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 22 Core Mark Holding Co., Inc. shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Core Mark Holding Co., Inc. in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Core Mark Holding Co., Inc. position peaked at $1K in Q1 2021.
  • 186 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.