Carson Wealth (CWM LLC)’s Coresite Realty Corporation COR Stock Holding History

Carson Wealth (CWM LLC)’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 Q2	$41K	Hold	308	–	–	﹤0.01%	1484
2021 Q1	$41K	Hold	308	–	–	﹤0.01%	1484
2020 Q4	$41K	Hold	308	–	–	﹤0.01%	1484
2020 Q3	$41K	Hold	308	–	–	﹤0.01%	1483
2020 Q2	$41K	Hold	308	–	–	﹤0.01%	1483
2020 Q1	$41K	Hold	308	–	–	﹤0.01%	1483
2019 Q4	$41K	Hold	308	–	–	﹤0.01%	1483
2019 Q3	$41K	Hold	308	–	–	﹤0.01%	1483
2019 Q2	$41K	Hold	308	–	–	﹤0.01%	1483
2019 Q1	$41K	Buy	308 +198	+180%	+$19.6K	﹤0.01%	1483
2018 Q4	$10K	Sell	110 -106	-49%	-$10.3K	﹤0.01%	1348
2018 Q3	$24K	Buy	216 +116	+116%	+$13.2K	﹤0.01%	919
2018 Q2	$11K	Buy	+100	New	+$10.6K	﹤0.01%	986

Other funds holding COR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COR Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Coresite Realty Corporation (COR) position steady in Q2 2021 at 308 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Carson Wealth (CWM LLC) first reported a position in COR in Q2 2018 and has held it in 13 quarters since. 386 funds tracked by Wall St. Rank hold COR as of Q2 2021.

Carson Wealth (CWM LLC) held 308 shares of Coresite Realty Corporation worth $41K as of Q2 2021.
Carson Wealth (CWM LLC) left its Coresite Realty Corporation share count unchanged in Q2 2021.
Coresite Realty Corporation made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #1484 holding.
Carson Wealth (CWM LLC) first reported a position in Coresite Realty Corporation in Q2 2018 and has held it in 13 quarters since.
386 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.