EWA
COR icon

Evolution Wealth Advisors’s Cencora COR Stock Holding History

Evolution Wealth Advisors’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
Q4 		– Sell
-70
Closed -$8K – 258
2021
Q3 		$8K Hold
70
– – ﹤0.01% 423
2021
Q2 		$8K Hold
70
– – ﹤0.01% 437
2021
Q1 		$8K Hold
70
– – ﹤0.01% 446
2020
Q4 		$7K Hold
70
– – ﹤0.01% 394
2020
Q3 		$7K Hold
70
– – ﹤0.01% 389
2020
Q2 		$7K Buy
+70
New +$6.45K ﹤0.01% 322
2020
Q1 		– Sell
-39
Closed -$3K – 376
2019
Q4 		$3K Sell
39
-31
-44% -$2.66K ﹤0.01% 494
2019
Q3 		$6K Hold
70
– – ﹤0.01% 246
2019
Q2 		$6K Buy
+70
New +$5.54K ﹤0.01% 232

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evolution Wealth Advisors's COR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Cencora (COR) in Q4 2021, closing a stake of 70 shares — an estimated $8K sold.

Evolution Wealth Advisors first reported a position in COR in Q2 2019 and held it in 9 quarters. The position peaked at $8K in Q3 2021. 869 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Cencora position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 70 Cencora shares in Q4 2021, an estimated $8K.
  • Evolution Wealth Advisors first reported a position in Cencora in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Cencora position peaked at $8K in Q3 2021.
  • 869 funds tracked by Wall St. Rank held Cencora as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.