Joel Isaacson & Co’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Joel Isaacson & Co’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	-10,000	Closed	-$751	–	337
2022 Q4	$751	Hold	10,000	–	–	﹤0.01%	324
2022 Q3	$13K	Hold	10,000	–	–	﹤0.01%	297
2022 Q2	$15K	Hold	10,000	–	–	﹤0.01%	295
2022 Q1	$75K	Hold	10,000	–	–	0.01%	304
2021 Q4	$110K	Buy	+10,000	New	+$118K	0.01%	301

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

Joel Isaacson & Co's CORZ Position: Q1 2023 in Review

Joel Isaacson & Co sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 10,000 shares — an estimated $751 sold.

Joel Isaacson & Co first reported a position in CORZ in Q4 2021 and held it in 5 quarters. The position peaked at $110K in Q4 2021. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Joel Isaacson & Co reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Joel Isaacson & Co sold 10,000 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $751.
Joel Isaacson & Co first reported a position in Core Scientific, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Joel Isaacson & Co's Core Scientific, Inc. Common Stock position peaked at $110K in Q4 2021.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Joel Isaacson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.