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Kingswood Wealth Advisors’s Cencora COR Stock Holding History

Kingswood 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
Q4 		– Sell
-2,675
Closed -$602K – 814
2024
Q3 		$602K Sell
2,675
-230
-8% -$53.4K 0.04% 408
2024
Q2 		$655K Buy
+2,905
New +$673K 0.06% 315
2024
Q1 		– Sell
-2,845
Closed -$584K – 631
2023
Q4 		$584K Buy
2,845
+1,350
+90% +$263K 0.07% 306
2023
Q3 		$829K Buy
+1,495
New +$276K 0.14% 167

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WBA
Walgreens Boots Alliance Deerfield, Illinois $2.24B AUM 36.34% 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
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

Kingswood Wealth Advisors's COR Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Cencora (COR) in Q4 2024, closing a stake of 2,675 shares — an estimated $602K sold.

Kingswood Wealth Advisors first reported a position in COR in Q3 2023 and held it in 4 quarters. The position peaked at $829K in Q3 2023. 1,227 funds tracked by Wall St. Rank hold COR as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Cencora position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,675 Cencora shares in Q4 2024, an estimated $602K.
  • Kingswood Wealth Advisors first reported a position in Cencora in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Cencora position peaked at $829K in Q3 2023.
  • 1,227 funds tracked by Wall St. Rank held Cencora as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.