BWP
CORZ

BSW Wealth Partners’s Core Scientific, Inc. Common Stock 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
2023
Q2 		– Sell
-100,075
Closed -$30.4K – 325
2023
Q1 		$30.4K Buy
+100,075
New +$30.4K 0.01% 316

Other funds holding CORZ

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
SW
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
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

BSW Wealth Partners's CORZ Position: Q2 2023 in Review

BSW Wealth Partners sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2023, closing a stake of 100,075 shares — an estimated $30.4K sold.

BSW Wealth Partners first reported a position in CORZ in Q1 2023 and held it in 1 quarter. The position peaked at $30.4K in Q1 2023. 5 funds tracked by Wall St. Rank hold CORZ as of Q2 2023.

  • BSW Wealth Partners reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 100,075 Core Scientific, Inc. Common Stock shares in Q2 2023, an estimated $30.4K.
  • BSW Wealth Partners first reported a position in Core Scientific, Inc. Common Stock in Q1 2023 and held it in 1 quarter.
  • BSW Wealth Partners's Core Scientific, Inc. Common Stock position peaked at $30.4K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.