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

JGP 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 Q1	–	Sell	-101,804	Closed	-$7.64K	–	153
2022 Q4	$7.64K	Sell	101,804 -2,594,553	-96%	-$1.19M	﹤0.01%	145
2022 Q3	$3.59M	Hold	2,696,357	–	–	0.75%	42
2022 Q2	$4.34M	Buy	+2,696,357	New	+$12.4M	0.88%	42

Other funds holding CORZ

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CWC

Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

FWM

Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

JGP Wealth Management's CORZ Position: Q1 2023 in Review

JGP Wealth Management sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 101,804 shares — an estimated $7.64K sold.

JGP Wealth Management first reported a position in CORZ in Q2 2022 and held it in 3 quarters. The position peaked at $4.34M in Q2 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

JGP Wealth Management reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
JGP Wealth Management sold 101,804 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $7.64K.
JGP Wealth Management first reported a position in Core Scientific, Inc. Common Stock in Q2 2022 and held it in 3 quarters.
JGP Wealth Management's Core Scientific, Inc. Common Stock position peaked at $4.34M in Q2 2022.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on JGP Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.