Bellwether Advisors’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Bellwether 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
2023 Q1	–	Sell	-393	Closed	-$29	–	549
2022 Q4	$29	Hold	393	–	–	﹤0.01%	434
2022 Q3	$0	Hold	393	–	–	﹤0.01%	548
2022 Q2	$0	Hold	393	–	–	﹤0.01%	609
2022 Q1	$3K	Hold	393	–	–	﹤0.01%	436
2021 Q4	$4K	Buy	+393	New	+$4.63K	﹤0.01%	433

Other funds holding CORZ

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 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 $149B AUM 62.07% 1-Year Est. Return

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

PCA

Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 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 $964M AUM 18.71% 1-Year Est. Return

Bellwether Advisors's CORZ Position: Q1 2023 in Review

Bellwether Advisors sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 393 shares — an estimated $29 sold.

Bellwether Advisors first reported a position in CORZ in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Bellwether Advisors reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 393 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $29.
Bellwether Advisors first reported a position in Core Scientific, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Bellwether Advisors's Core Scientific, Inc. Common Stock position peaked at $4K in Q4 2021.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.