SOA Wealth Advisors’s Coresite Realty Corporation COR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-3,190
Closed -$441K 1016
2021
Q3
$441K Sell
3,190
-150
-4% -$21.4K 0.11% 108
2021
Q2
$449K Hold
3,340
0.12% 109
2021
Q1
$400K Sell
3,340
-240
-7% -$29.2K 0.11% 108
2020
Q4
$449K Buy
+3,580
New +$444K 0.12% 94

Other funds holding COR

SOA Wealth Advisors's COR Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Coresite Realty Corporation (COR) in Q4 2021, closing a stake of 3,190 shares — an estimated $441K sold.

SOA Wealth Advisors first reported a position in COR in Q4 2020 and held it in 4 quarters. The position peaked at $449K in Q2 2021. 3 funds tracked by Wall St. Rank hold COR as of Q4 2021.

  • SOA Wealth Advisors reported no remaining Coresite Realty Corporation position as of Q4 2021 after selling out during the quarter.
  • SOA Wealth Advisors sold 3,190 Coresite Realty Corporation shares in Q4 2021, an estimated $441K.
  • SOA Wealth Advisors first reported a position in Coresite Realty Corporation in Q4 2020 and held it in 4 quarters.
  • SOA Wealth Advisors's Coresite Realty Corporation position peaked at $449K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.