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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
2024-09-30 $850k 3.8k 225.08
2024-06-30 $851k 3.8k 225.30
2024-03-31 $915k 3.8k 242.99
2023-09-30 $677k 3.8k 179.97
2023-06-30 $1.1M 5.8k 192.43

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding AmerisourceBergen

Vanguard Group
Walgreens Boots Alliance
BlackRock
BlackRock
T. Rowe Price Associates
State Street Corporation
Robeco Investment Management
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Jane Street
Capital Research Global Investors
Wells Fargo & Company
Invesco

View all funds holding AmerisourceBergen