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Glass Jacobson Investment Advisors’s Core Scientific CORZ Stock Holding History

Glass Jacobson Investment Advisors’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
2024
Q4 		– Sell
-50
Closed -$593 – 845
2024
Q3 		$593 Hold
50
– – ﹤0.01% 728
2024
Q2 		$465 Hold
50
– – ﹤0.01% 728
2024
Q1 		$177 Buy
+50
New +$173 ﹤0.01% 735

Other funds holding CORZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $646M AUM 46.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return

Glass Jacobson Investment Advisors's CORZ Position: Q4 2024 in Review

Glass Jacobson Investment Advisors sold out of Core Scientific (CORZ) in Q4 2024, closing a stake of 50 shares — an estimated $593 sold.

Glass Jacobson Investment Advisors first reported a position in CORZ in Q1 2024 and held it in 3 quarters. The position peaked at $593 in Q3 2024. 313 funds tracked by Wall St. Rank hold CORZ as of Q4 2024.

  • Glass Jacobson Investment Advisors reported no remaining Core Scientific position as of Q4 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 50 Core Scientific shares in Q4 2024, an estimated $593.
  • Glass Jacobson Investment Advisors first reported a position in Core Scientific in Q1 2024 and held it in 3 quarters.
  • Glass Jacobson Investment Advisors's Core Scientific position peaked at $593 in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Core Scientific as of Q4 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.