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Financial Synergies Wealth Advisors’s Cencora COR Stock Holding History

Financial Synergies 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
2024
Q1 		– Sell
-200
Closed -$33.1K – 517
2023
Q4 		$33.1K Buy
+200
New +$39K 0.01% 113
2023
Q3 		– Sell
-200
Closed -$38.5K – 504
2023
Q2 		$38.5K Hold
200
– – 0.01% 122
2023
Q1 		$32K Hold
200
– – ﹤0.01% 140
2022
Q4 		$33.1K Hold
200
– – 0.01% 113
2022
Q3 		$27.1K Hold
200
– – ﹤0.01% 115
2022
Q2 		$28.3K Buy
+200
New +$30.6K ﹤0.01% 124

Other funds holding COR

WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 1-Year Est. Return
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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Synergies Wealth Advisors's COR Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Cencora (COR) in Q1 2024, closing a stake of 200 shares — an estimated $33.1K sold.

Financial Synergies Wealth Advisors first reported a position in COR in Q2 2022 and held it in 6 quarters. The position peaked at $38.5K in Q2 2023. 1,154 funds tracked by Wall St. Rank hold COR as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Cencora position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 200 Cencora shares in Q1 2024, an estimated $33.1K.
  • Financial Synergies Wealth Advisors first reported a position in Cencora in Q2 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Cencora position peaked at $38.5K in Q2 2023.
  • 1,154 funds tracked by Wall St. Rank held Cencora as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.