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Resurgent Financial Advisors’s Cencora COR Stock Holding History

Resurgent Financial 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
-180
Closed -$34.6K – 490
2023
Q2 		$34.6K Hold
180
– – 0.02% 400
2023
Q1 		$28.8K Sell
180
-96
-35% -$15.2K 0.02% 426
2022
Q4 		$45.7K Buy
+276
New +$43.6K 0.02% 445

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 $3.38T AUM 44.17% 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

Resurgent Financial Advisors's COR Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Cencora (COR) in Q3 2023, closing a stake of 180 shares — an estimated $34.6K sold.

Resurgent Financial Advisors first reported a position in COR in Q4 2022 and held it in 3 quarters. The position peaked at $45.7K in Q4 2022. 974 funds tracked by Wall St. Rank hold COR as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Cencora position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 180 Cencora shares in Q3 2023, an estimated $34.6K.
  • Resurgent Financial Advisors first reported a position in Cencora in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Cencora position peaked at $45.7K in Q4 2022.
  • 974 funds tracked by Wall St. Rank held Cencora as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.