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Clear Perspectives Financial Planning’s Cencora COR Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$20K Hold
125
– – 0.01% 112
2022
Q4 		$20.7K Hold
125
– – 0.01% 120
2022
Q3 		$17K Hold
125
– – 0.01% 129
2022
Q2 		$18K Hold
125
– – 0.01% 136
2022
Q1 		$19K Hold
125
– – 0.01% 139
2021
Q4 		$17K Buy
+125
New +$15.4K 0.01% 151

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Perspectives Financial Planning's COR Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Cencora (COR) position steady in Q1 2023 at 125 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #112.

Clear Perspectives Financial Planning first reported a position in COR in Q4 2021 and has held it in 6 quarters since. The position peaked at $20.7K in Q4 2022. 943 funds tracked by Wall St. Rank hold COR as of Q1 2023.

  • Clear Perspectives Financial Planning held 125 shares of Cencora worth $20K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Cencora share count unchanged in Q1 2023.
  • Cencora made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #112 holding.
  • Clear Perspectives Financial Planning first reported a position in Cencora in Q4 2021 and has held it in 6 quarters since.
  • Clear Perspectives Financial Planning's Cencora position peaked at $20.7K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held Cencora as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.