Creative Planning
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Creative Planning’s Core Scientific Inc Tranche 2 Warrants CORZZ Stock Holding History

Creative Planning’s Portfolio CORZZ Stock Details CORZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,015
Closed -$118K – 3610
2024
Q3 		$118K Sell
10,015
-5,428
-35% -$55.9K ﹤0.01% 2980
2024
Q2 		$134K Buy
15,443
+2,075
+16% +$7.93K ﹤0.01% 2781
2024
Q1 		$32.1K Buy
+13,368
New +$32.9K ﹤0.01% 2812

Other funds holding CORZZ

PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Creative Planning's CORZZ Position: Q4 2024 in Review

Creative Planning sold out of Core Scientific Inc Tranche 2 Warrants (CORZZ) in Q4 2024, closing a stake of 10,015 shares — an estimated $118K sold.

Creative Planning first reported a position in CORZZ in Q1 2024 and held it in 3 quarters. The position peaked at $134K in Q2 2024. 36 funds tracked by Wall St. Rank hold CORZZ as of Q4 2024.

  • Creative Planning reported no remaining Core Scientific Inc Tranche 2 Warrants position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 10,015 Core Scientific Inc Tranche 2 Warrants shares in Q4 2024, an estimated $118K.
  • Creative Planning first reported a position in Core Scientific Inc Tranche 2 Warrants in Q1 2024 and held it in 3 quarters.
  • Creative Planning's Core Scientific Inc Tranche 2 Warrants position peaked at $134K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Core Scientific Inc Tranche 2 Warrants as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.