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 – 3125
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 $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.03B AUM 40.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return