SFS
COR

Sowell Financial Services’s Coresite Realty Corporation COR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,436
Closed -$169K – 3119
2021
Q1 		$169K Buy
1,436
+237
+20% +$28.8K 0.01% 1140
2020
Q4 		$150K Sell
1,199
-6
-0.5% -$744 0.01% 978
2020
Q3 		$143K Buy
1,205
+742
+160% +$90.5K 0.01% 850
2020
Q2 		$56K Buy
463
+412
+808% +$49.5K ﹤0.01% 1140
2020
Q1 		$6K Sell
51
-20
-28% -$2.23K ﹤0.01% 1797
2019
Q4 		$8K Buy
71
+20
+39% +$2.31K ﹤0.01% 1784
2019
Q3 		$6K Buy
+51
New +$5.84K ﹤0.01% 1733

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sowell Financial Services's COR Position: Q2 2021 in Review

Sowell Financial Services sold out of Coresite Realty Corporation (COR) in Q2 2021, closing a stake of 1,436 shares — an estimated $169K sold.

Sowell Financial Services first reported a position in COR in Q3 2019 and held it in 7 quarters. The position peaked at $169K in Q1 2021. 386 funds tracked by Wall St. Rank hold COR as of Q2 2021.

  • Sowell Financial Services reported no remaining Coresite Realty Corporation position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,436 Coresite Realty Corporation shares in Q2 2021, an estimated $169K.
  • Sowell Financial Services first reported a position in Coresite Realty Corporation in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Coresite Realty Corporation position peaked at $169K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.