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BSW Wealth Partners’s Core Scientific CORZ Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-23,371
Closed -$169K – 322
2025
Q1 		$169K Buy
23,371
+250
+1% +$2.85K 0.03% 298
2024
Q4 		$325K Buy
23,121
+200
+0.9% +$2.96K 0.05% 221
2024
Q3 		$272K Hold
22,921
– – 0.04% 242
2024
Q2 		$213K Buy
+22,921
New +$117K 0.04% 269

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 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
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BSW Wealth Partners's CORZ Position: Q2 2025 in Review

BSW Wealth Partners sold out of Core Scientific (CORZ) in Q2 2025, closing a stake of 23,371 shares — an estimated $169K sold.

BSW Wealth Partners first reported a position in CORZ in Q2 2024 and held it in 4 quarters. The position peaked at $325K in Q4 2024. 370 funds tracked by Wall St. Rank hold CORZ as of Q2 2025.

  • BSW Wealth Partners reported no remaining Core Scientific position as of Q2 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 23,371 Core Scientific shares in Q2 2025, an estimated $169K.
  • BSW Wealth Partners first reported a position in Core Scientific in Q2 2024 and held it in 4 quarters.
  • BSW Wealth Partners's Core Scientific position peaked at $325K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Core Scientific as of Q2 2025.

Based on BSW Wealth Partners's 13F filing for Q2 2025, filed 18 Jul 2025.