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Regent Peak Wealth Advisors’s Cencora COR Stock Holding History

Regent Peak 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
Q1 		– Sell
-326
Closed -$32K – 320
2020
Q4 		$32K Buy
+326
New +$32.6K 0.01% 371

Other funds holding COR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Regent Peak Wealth Advisors's COR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Cencora (COR) in Q1 2021, closing a stake of 326 shares — an estimated $32K sold.

Regent Peak Wealth Advisors first reported a position in COR in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 772 funds tracked by Wall St. Rank hold COR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cencora position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 326 Cencora shares in Q1 2021, an estimated $32K.
  • Regent Peak Wealth Advisors first reported a position in Cencora in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cencora position peaked at $32K in Q4 2020.
  • 772 funds tracked by Wall St. Rank held Cencora as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.