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AmerisourceBergen shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of AmerisourceBergen (COR) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in AmerisourceBergen

Tip: Access up to 7 years of quarterly data

All positions including AmerisourceBergen held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AmerisourceBergen by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $677k 3.8k 179.97
2023-06-30 $1.1M 5.8k 192.43

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Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Ishares Tr Core Msci Eafe (IEFA)
Merck & Co (MRK)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Wescott Financial Advisory Group

Top funds holding AmerisourceBergen

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Mizuho Markets Americas
Robeco Investment Management
Wellington Management Company
Bessemer
Bank of America Corporation
Norges Bank Investment Management
Legal & General Group
Amundi
Pacer Advisors
Alliancebernstein
Wells Fargo & Company
Dimensional Fund Advisors

View all funds holding AmerisourceBergen