CWC
CORZ

Carolinas Wealth Consulting’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Carolinas Wealth Consulting’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
-500,047
Closed -$152K – 1129
2023
Q1 		$152K Hold
500,047
– – 0.03% 205
2022
Q4 		$37.6K Hold
500,047
– – 0.01% 391
2022
Q3 		$650K Hold
500,047
– – 0.16% 70
2022
Q2 		$745K Hold
500,047
– – 0.19% 65
2022
Q1 		$4.12M Buy
+500,047
New +$4.42M 0.91% 27

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 $1.41B AUM 19.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Carolinas Wealth Consulting's CORZ Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2023, closing a stake of 500,047 shares — an estimated $152K sold.

Carolinas Wealth Consulting first reported a position in CORZ in Q1 2022 and held it in 5 quarters. The position peaked at $4.12M in Q1 2022. 5 funds tracked by Wall St. Rank hold CORZ as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 500,047 Core Scientific, Inc. Common Stock shares in Q2 2023, an estimated $152K.
  • Carolinas Wealth Consulting first reported a position in Core Scientific, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Core Scientific, Inc. Common Stock position peaked at $4.12M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.