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Gupta Wealth Management’s Cencora COR Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$41K Buy
477
+90
+23% +$8.02K 0.01% 470
2015
Q4 		$40K Hold
387
– – 0.01% 470
2015
Q3 		$37K Sell
387
-25
-6% -$2.62K 0.01% 511
2015
Q2 		$44K Buy
412
+270
+190% +$30.4K 0.01% 497
2015
Q1 		$16K Buy
+142
New +$14.3K ﹤0.01% 652

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HCM
Hitchwood Capital Management New York $184M AUM 3.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's COR Position: Q1 2016 in Review

Gupta Wealth Management increased its Cencora (COR) stake by 23% in Q1 2016, buying an estimated $8.02K and bringing the position to 477 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #470.

Gupta Wealth Management first reported a position in COR in Q1 2015 and has held it in 5 quarters since. The position peaked at $44K in Q2 2015. 690 funds tracked by Wall St. Rank hold COR as of Q1 2016.

  • Gupta Wealth Management held 477 shares of Cencora worth $41K as of Q1 2016.
  • Gupta Wealth Management bought 90 Cencora shares in Q1 2016, an estimated $8.02K.
  • Cencora made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #470 holding.
  • Gupta Wealth Management first reported a position in Cencora in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Cencora position peaked at $44K in Q2 2015.
  • 690 funds tracked by Wall St. Rank held Cencora as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.