LWA
COR icon

Lowe Wealth Advisors’s Cencora COR Stock Holding History

Lowe 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
2023
Q3 		– Sell
-97
Closed -$18.7K – 315
2023
Q2 		$18.7K Hold
97
– – 0.01% 164
2023
Q1 		$15.5K Hold
97
– – 0.01% 171
2022
Q4 		$16.1K Hold
97
– – 0.01% 172
2022
Q3 		$13K Buy
+97
New +$13.9K 0.01% 175

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lowe Wealth Advisors's COR Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Cencora (COR) in Q3 2023, closing a stake of 97 shares — an estimated $18.7K sold.

Lowe Wealth Advisors first reported a position in COR in Q3 2022 and held it in 4 quarters. The position peaked at $18.7K in Q2 2023. 974 funds tracked by Wall St. Rank hold COR as of Q3 2023.

  • Lowe Wealth Advisors reported no remaining Cencora position as of Q3 2023 after selling out during the quarter.
  • Lowe Wealth Advisors sold 97 Cencora shares in Q3 2023, an estimated $18.7K.
  • Lowe Wealth Advisors first reported a position in Cencora in Q3 2022 and held it in 4 quarters.
  • Lowe Wealth Advisors's Cencora position peaked at $18.7K in Q2 2023.
  • 974 funds tracked by Wall St. Rank held Cencora as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.