CWP
CORE

CFM Wealth Partners’s Core Mark Holding Co., Inc. CORE Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-3,876
Closed -$96K – 497
2020
Q2 		$96K Hold
3,876
– – 0.04% 202
2020
Q1 		$111K Sell
3,876
-400
-9% -$9.91K 0.05% 186
2019
Q4 		$109K Buy
+4,276
New +$118K 0.04% 199

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CFM Wealth Partners's CORE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Core Mark Holding Co., Inc. (CORE) in Q3 2020, closing a stake of 3,876 shares — an estimated $96K sold.

CFM Wealth Partners first reported a position in CORE in Q4 2019 and held it in 3 quarters. The position peaked at $111K in Q1 2020. 184 funds tracked by Wall St. Rank hold CORE as of Q3 2020.

  • CFM Wealth Partners reported no remaining Core Mark Holding Co., Inc. position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 3,876 Core Mark Holding Co., Inc. shares in Q3 2020, an estimated $96K.
  • CFM Wealth Partners first reported a position in Core Mark Holding Co., Inc. in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Core Mark Holding Co., Inc. position peaked at $111K in Q1 2020.
  • 184 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.