LWM
COR

Liberty Wealth Management’s Coresite Realty Corporation 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
-74
Closed -$10K – 1218
2021
Q3 		$10K Hold
74
– – ﹤0.01% 830
2021
Q2 		$10K Hold
74
– – ﹤0.01% 663
2021
Q1 		$10K Hold
74
– – ﹤0.01% 609
2020
Q4 		$10K Hold
74
– – ﹤0.01% 602
2020
Q3 		$9K Hold
74
– – 0.01% 545
2020
Q2 		$9K Hold
74
– – 0.01% 524
2020
Q1 		$8K Hold
74
– – 0.01% 508
2019
Q4 		$8K Hold
74
– – 0.01% 603
2019
Q3 		$9K Hold
74
– – 0.01% 550
2019
Q2 		$9K Hold
74
– – 0.01% 558
2019
Q1 		$7K Hold
74
– – 0.01% 497
2018
Q4 		$6K Buy
+74
New +$7.18K ﹤0.01% 531

Other funds holding COR

TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Liberty Wealth Management's COR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 74 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in COR in Q4 2018 and held it in 12 quarters. The position peaked at $10K in Q3 2021. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 74 Coresite Realty Corporation shares in Q4 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in Coresite Realty Corporation in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Coresite Realty Corporation position peaked at $10K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.