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WealthPLAN Partners’s Cencora COR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-59
Closed -$11.4K – 462
2023
Q2 		$11.4K Hold
59
– – ﹤0.01% 774
2023
Q1 		$9.45K Buy
+59
New +$9.36K ﹤0.01% 877
2017
Q2 		– Sell
-200
Closed -$17.4K – 225
2017
Q1 		$17.4K Buy
+200
New +$17.6K 0.06% 201
2016
Q3 		$23.8K Sell
296
-1,050
-78% -$90K 0.01% 448
2016
Q2 		$43.3K Buy
+1,346
New +$108K 0.01% 982
2015
Q4 		$33 Buy
+317
New +$31.1K ﹤0.01% 1689

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 $3.37T AUM 44.26% 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

WealthPLAN Partners's COR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cencora (COR) in Q3 2023, closing a stake of 59 shares — an estimated $11.4K sold.

WealthPLAN Partners first reported a position in COR in Q4 2015 and held it in 6 quarters. The position peaked at $43.3K in Q2 2016. 974 funds tracked by Wall St. Rank hold COR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cencora position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 59 Cencora shares in Q3 2023, an estimated $11.4K.
  • WealthPLAN Partners first reported a position in Cencora in Q4 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Cencora position peaked at $43.3K in Q2 2016.
  • 974 funds tracked by Wall St. Rank held Cencora as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.