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Independent Financial Group’s Core Scientific CORZ Stock Holding History

Independent Financial Group’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
-15,780
Closed -$187K – 1174
2024
Q3 		$187K Buy
+15,780
New +$164K 0.01% 1082

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 $668M AUM 45.71% 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

Independent Financial Group's CORZ Position: Q4 2024 in Review

Independent Financial Group sold out of Core Scientific (CORZ) in Q4 2024, closing a stake of 15,780 shares — an estimated $187K sold.

Independent Financial Group first reported a position in CORZ in Q3 2024 and held it in 1 quarter. The position peaked at $187K in Q3 2024. 313 funds tracked by Wall St. Rank hold CORZ as of Q4 2024.

  • Independent Financial Group reported no remaining Core Scientific position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 15,780 Core Scientific shares in Q4 2024, an estimated $187K.
  • Independent Financial Group first reported a position in Core Scientific in Q3 2024 and held it in 1 quarter.
  • Independent Financial Group's Core Scientific position peaked at $187K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Core Scientific as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.