Commonwealth Equity Services’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Commonwealth Equity Services’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	-155,959	Closed	-$11K	–	3921
2022 Q4	$11K	Sell	155,959 -20,192	-11%	-$9.26K	﹤0.01%	3643
2022 Q3	$229K	Hold	176,151	–	–	﹤0.01%	3059
2022 Q2	$262K	Sell	176,151 -500	-0.3%	-$2.3K	﹤0.01%	2962
2022 Q1	$1.45M	Buy	176,651 +155,139	+721%	+$1.37M	﹤0.01%	1716
2021 Q4	$235K	Buy	+21,512	New	+$254K	﹤0.01%	3171

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 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 $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

Commonwealth Equity Services's CORZ Position: Q1 2023 in Review

Commonwealth Equity Services sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 155,959 shares — an estimated $11K sold.

Commonwealth Equity Services first reported a position in CORZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.45M in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Commonwealth Equity Services reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 155,959 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $11K.
Commonwealth Equity Services first reported a position in Core Scientific, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Commonwealth Equity Services's Core Scientific, Inc. Common Stock position peaked at $1.45M in Q1 2022.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.