Focused Wealth Management’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Focused Wealth Management’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 Q2	–	Sell	-1,000	Closed	-$304	–	1138
2023 Q1	$304	Hold	1,000	–	–	﹤0.01%	968
2022 Q4	$75	Hold	1,000	–	–	﹤0.01%	1051
2022 Q3	$1K	Hold	1,000	–	–	﹤0.01%	931
2022 Q2	$1K	Buy	+1,000	New	+$4.59K	﹤0.01%	905

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

PCA

Private Capital Advisors Darien, Connecticut $1.14B AUM 48.66% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Focused Wealth Management's CORZ Position: Q2 2023 in Review

Focused Wealth Management sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2023, closing a stake of 1,000 shares — an estimated $304 sold.

Focused Wealth Management first reported a position in CORZ in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 5 funds tracked by Wall St. Rank hold CORZ as of Q2 2023.

Focused Wealth Management reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 1,000 Core Scientific, Inc. Common Stock shares in Q2 2023, an estimated $304.
Focused Wealth Management first reported a position in Core Scientific, Inc. Common Stock in Q2 2022 and held it in 4 quarters.
Focused Wealth Management's Core Scientific, Inc. Common Stock position peaked at $1K in Q3 2022.
5 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.