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Cypress Wealth Services’s Cencora COR Stock Holding History

Cypress Wealth Services’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
Q3 		– Sell
-1,404
Closed -$270K – 242
2023
Q2 		$270K Buy
+1,404
New +$243K 0.07% 197
2022
Q3 		– Sell
-2,176
Closed -$308K – 230
2022
Q2 		$308K Buy
2,176
+145
+7% +$22.2K 0.1% 171
2022
Q1 		$314K Buy
2,031
+116
+6% +$16.4K 0.09% 176
2021
Q4 		$254K Buy
1,915
+113
+6% +$13.9K 0.07% 193
2021
Q3 		$215K Sell
1,802
-366
-17% -$44K 0.06% 206
2021
Q2 		$248K Buy
2,168
+175
+9% +$20.7K 0.07% 221
2021
Q1 		$235K Buy
+1,993
New +$216K 0.05% 251

Other funds holding COR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return