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

Creative Planning’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	-52,269	Closed	-$3.92K	–	2831
2022 Q4	$3.92K	Buy	52,269 +4,000	+8%	+$1.83K	﹤0.01%	2398
2022 Q3	$63K	Sell	48,269 -700	-1%	-$1.49K	﹤0.01%	2101
2022 Q2	$73K	Buy	48,969 +26,999	+123%	+$124K	﹤0.01%	2007
2022 Q1	$181K	Buy	21,970 +10,910	+99%	+$96.4K	﹤0.01%	1908
2021 Q4	$121K	Hold	11,060	–	–	﹤0.01%	1937
2021 Q3	$112K	Buy	+11,060	New	+$111K	﹤0.01%	1933

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

Creative Planning's CORZ Position: Q1 2023 in Review

Creative Planning sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 52,269 shares — an estimated $3.92K sold.

Creative Planning first reported a position in CORZ in Q3 2021 and held it in 6 quarters. The position peaked at $181K in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Creative Planning reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 52,269 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $3.92K.
Creative Planning first reported a position in Core Scientific, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Creative Planning's Core Scientific, Inc. Common Stock position peaked at $181K in Q1 2022.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Creative Planning's 13F filing for Q1 2023, filed 15 May 2023.