HCR Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History

HCR 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	-11,124	Closed	-$1.54M	–	211
2021 Q3	$1.54M	Buy	11,124 +658	+6%	+$93.9K	0.26%	83
2021 Q2	$1.41M	Sell	10,466 -9,453	-47%	-$1.18M	0.24%	83
2021 Q1	$2.39M	Buy	19,919 +1,997	+11%	+$243K	0.47%	44
2020 Q4	$2.25M	Buy	17,922 +1,443	+9%	+$179K	0.47%	39
2020 Q3	$1.96M	Buy	16,479 +1,284	+8%	+$157K	0.45%	45
2020 Q2	$1.9M	Sell	15,195 -923	-6%	-$111K	0.45%	36
2020 Q1	$1.87M	Buy	16,118 +639	+4%	+$71.1K	0.53%	30
2019 Q4	$1.74M	Buy	15,479 +979	+7%	+$113K	0.42%	45
2019 Q3	$1.77M	Buy	14,500 +2,278	+19%	+$261K	0.59%	39
2019 Q2	$1.41M	Buy	+12,222	New	+$1.39M	0.4%	50

Other funds holding COR

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

HCR Wealth Advisors sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 11,124 shares — an estimated $1.54M sold.

HCR Wealth Advisors first reported a position in COR in Q2 2019 and held it in 10 quarters. The position peaked at $2.39M in Q1 2021. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

HCR Wealth Advisors reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
HCR Wealth Advisors sold 11,124 Coresite Realty Corporation shares in Q4 2021, an estimated $1.54M.
HCR Wealth Advisors first reported a position in Coresite Realty Corporation in Q2 2019 and held it in 10 quarters.
HCR Wealth Advisors's Coresite Realty Corporation position peaked at $2.39M in Q1 2021.
3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.