Cornerstone Planning Group’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Cornerstone Planning Group’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 Q4	–	Sell	-100	Closed	-$72	–	1046
2023 Q3	$72	Hold	100	–	–	﹤0.01%	1122
2023 Q2	$85	Buy	+100	New	+$85	﹤0.01%	1545
2022 Q4	$10	Buy	+100	New	+$46	﹤0.01%	1560

Other funds holding CORZ

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Cornerstone Planning Group's CORZ Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Core Scientific, Inc. Common Stock (CORZ) in Q4 2023, closing a stake of 100 shares — an estimated $72 sold.

Cornerstone Planning Group first reported a position in CORZ in Q4 2022 and held it in 3 quarters. The position peaked at $85 in Q2 2023. 2 funds tracked by Wall St. Rank hold CORZ as of Q4 2023.

Cornerstone Planning Group reported no remaining Core Scientific, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Cornerstone Planning Group sold 100 Core Scientific, Inc. Common Stock shares in Q4 2023, an estimated $72.
Cornerstone Planning Group first reported a position in Core Scientific, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
Cornerstone Planning Group's Core Scientific, Inc. Common Stock position peaked at $85 in Q2 2023.
2 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.