FWM
CORZ

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 – 1163
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
SW
SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $872M AUM 26.12% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return