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Beacon Pointe Advisors’s Core Scientific CORZ Stock Holding History

Beacon Pointe Advisors’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
2025
Q3 		– Sell
-347,284
Closed -$5.93M – 1407
2025
Q2 		$5.93M Buy
347,284
+8,348
+2% +$83.5K 0.06% 270
2025
Q1 		$2.45M Sell
338,936
-111
-0% -$1.26K 0.03% 424
2024
Q4 		$4.76M Buy
339,047
+344
+0.1% +$5.08K 0.05% 297
2024
Q3 		$4.02M Buy
338,703
+191,199
+130% +$1.98M 0.05% 333
2024
Q2 		$1.37M Hold
147,504
– – 0.02% 558
2024
Q1 		$522K Buy
+147,504
New +$511K 0.01% 898

Other funds holding CORZ

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Pointe Advisors's CORZ Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Core Scientific (CORZ) in Q3 2025, closing a stake of 347,284 shares — an estimated $5.93M sold.

Beacon Pointe Advisors first reported a position in CORZ in Q1 2024 and held it in 6 quarters. The position peaked at $5.93M in Q2 2025. 336 funds tracked by Wall St. Rank hold CORZ as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Core Scientific position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 347,284 Core Scientific shares in Q3 2025, an estimated $5.93M.
  • Beacon Pointe Advisors first reported a position in Core Scientific in Q1 2024 and held it in 6 quarters.
  • Beacon Pointe Advisors's Core Scientific position peaked at $5.93M in Q2 2025.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.