Carson Wealth (CWM LLC)
CORZ

Carson Wealth (CWM LLC)’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Carson Wealth (CWM LLC)’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
-505
Closed – – 4504
2022
Q4 		$0 Hold
505
– – ﹤0.01% 4379
2022
Q3 		$1K Hold
505
– – ﹤0.01% 3861
2022
Q2 		$1K Buy
+505
New +$2.32K ﹤0.01% 3727

Other funds holding CORZ

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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
Simplex Trading Chicago, Illinois $149B AUM 62.07% 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
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

Carson Wealth (CWM LLC)'s CORZ Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 505 shares.

Carson Wealth (CWM LLC) first reported a position in CORZ in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 505 Core Scientific, Inc. Common Stock shares in Q1 2023.
  • Carson Wealth (CWM LLC) first reported a position in Core Scientific, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Core Scientific, Inc. Common Stock position peaked at $1K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.