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EnRich Financial Partners’s Cencora COR Stock Holding History

EnRich Financial Partners’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
2024
Q3 		– Sell
-29
Closed -$6.53K – 230
2024
Q2 		$6.53K Buy
+29
New +$6.72K ﹤0.01% 193

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EnRich Financial Partners's COR Position: Q3 2024 in Review

EnRich Financial Partners sold out of Cencora (COR) in Q3 2024, closing a stake of 29 shares — an estimated $6.53K sold.

EnRich Financial Partners first reported a position in COR in Q2 2024 and held it in 1 quarter. The position peaked at $6.53K in Q2 2024. 1,160 funds tracked by Wall St. Rank hold COR as of Q3 2024.

  • EnRich Financial Partners reported no remaining Cencora position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 29 Cencora shares in Q3 2024, an estimated $6.53K.
  • EnRich Financial Partners first reported a position in Cencora in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Cencora position peaked at $6.53K in Q2 2024.
  • 1,160 funds tracked by Wall St. Rank held Cencora as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.