LWM
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Liberty Wealth Management’s Cencora COR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-26
Closed -$4K – 344
2021
Q3 		$4K Buy
26
+13
+100% +$1.56K ﹤0.01% 967
2021
Q2 		$2K Hold
13
– – ﹤0.01% 906
2021
Q1 		$1K Hold
13
– – ﹤0.01% 854
2020
Q4 		$1K Buy
+13
New +$1.3K ﹤0.01% 851
2020
Q3 		– Sell
-158
Closed -$16K – 869
2020
Q2 		$16K Buy
158
+1
+0.6% +$92 0.01% 413
2020
Q1 		$14K Hold
157
– – 0.01% 412
2019
Q4 		$13K Buy
157
+1
+0.6% +$86 0.01% 492
2019
Q3 		$13K Sell
156
-78
-33% -$6.71K 0.01% 466
2019
Q2 		$20K Buy
234
+1
+0.4% +$79 0.02% 407
2019
Q1 		$18K Buy
233
+2
+0.9% +$161 0.01% 357
2018
Q4 		$17K Buy
+231
New +$19.9K 0.01% 351

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return