Bank of America’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Bank of America’s Portfolio CORZ Stock Details CORZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-59,367	Closed	-$4.45K	–	8679
2022 Q4	$4.45K	Buy	59,367 +40,574	+216%	+$18.6K	﹤0.01%	7077
2022 Q3	$25K	Buy	18,793 +2,498	+15%	+$5.32K	﹤0.01%	6957
2022 Q2	$24K	Sell	16,295 -63,278	-80%	-$291K	﹤0.01%	7134
2022 Q1	$655K	Sell	79,573 -467,727	-85%	-$4.13M	﹤0.01%	5620
2021 Q4	$5.99M	Buy	+547,300	New	+$6.45M	﹤0.01%	3462
2021 Q3	–	Sell	-56,000	Closed	-$550K	–	8557
2021 Q2	$550K	Buy	+56,000	New	+$552K	﹤0.01%	5349

Other funds holding CORZ

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return

Bank of America's CORZ Position: Q1 2023 in Review

Bank of America sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 59,367 shares — an estimated $4.45K sold.

Bank of America first reported a position in CORZ in Q2 2021 and held it in 6 quarters. The position peaked at $5.99M in Q4 2021. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Bank of America reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Bank of America sold 59,367 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $4.45K.
Bank of America first reported a position in Core Scientific, Inc. Common Stock in Q2 2021 and held it in 6 quarters.
Bank of America's Core Scientific, Inc. Common Stock position peaked at $5.99M in Q4 2021.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.