BWM
COR

BerganKDV Wealth Management’s Coresite Realty Corporation COR Stock Holding History

BerganKDV Wealth Management’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
2021
Q4 		– Sell
-194
Closed -$27K – 1149
2021
Q3 		$27K Buy
194
+150
+341% +$21.4K ﹤0.01% 482
2021
Q2 		$6K Sell
44
-100
-69% -$12.5K ﹤0.01% 687
2021
Q1 		$17K Buy
144
+100
+227% +$12.2K ﹤0.01% 513
2020
Q4 		$6K Buy
44
+28
+175% +$3.47K ﹤0.01% 647
2020
Q3 		$2K Hold
16
– – ﹤0.01% 744
2020
Q2 		$2K Hold
16
– – ﹤0.01% 806
2020
Q1 		$2K Hold
16
– – ﹤0.01% 770
2019
Q4 		$2K Buy
+16
New +$1.85K ﹤0.01% 811

Other funds holding COR

TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

BerganKDV Wealth Management's COR Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 194 shares — an estimated $27K sold.

BerganKDV Wealth Management first reported a position in COR in Q4 2019 and held it in 8 quarters. The position peaked at $27K in Q3 2021. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 194 Coresite Realty Corporation shares in Q4 2021, an estimated $27K.
  • BerganKDV Wealth Management first reported a position in Coresite Realty Corporation in Q4 2019 and held it in 8 quarters.
  • BerganKDV Wealth Management's Coresite Realty Corporation position peaked at $27K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.