WAP
COR

Wealthcare Advisory Partners’s Coresite Realty Corporation COR Stock Holding History

Wealthcare Advisory Partners’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
-562
Closed -$67K – 2076
2021
Q1 		$67K Buy
+562
New +$68.4K ﹤0.01% 796
2018
Q1 		– Sell
-32
Closed -$4K – 1287
2017
Q4 		$4K Buy
+32
New +$3.65K ﹤0.01% 846

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
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 $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's COR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Coresite Realty Corporation (COR) in Q2 2021, closing a stake of 562 shares — an estimated $67K sold.

Wealthcare Advisory Partners first reported a position in COR in Q4 2017 and held it in 2 quarters. The position peaked at $67K in Q1 2021. 386 funds tracked by Wall St. Rank hold COR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Coresite Realty Corporation position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 562 Coresite Realty Corporation shares in Q2 2021, an estimated $67K.
  • Wealthcare Advisory Partners first reported a position in Coresite Realty Corporation in Q4 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Coresite Realty Corporation position peaked at $67K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Coresite Realty Corporation as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.