LWAC
CORZ

Laurel Wealth Advisors (California)’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q2 		– Sell
-86,504
Closed -$712K – 771
2022
Q1 		$712K Hold
86,504
– – 0.06% 324
2021
Q4 		$947K Buy
+86,504
New +$1.02M 0.07% 272

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State Street
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Laurel Wealth Advisors (California)'s CORZ Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2022, closing a stake of 86,504 shares — an estimated $712K sold.

Laurel Wealth Advisors (California) first reported a position in CORZ in Q4 2021 and held it in 2 quarters. The position peaked at $947K in Q4 2021. 141 funds tracked by Wall St. Rank hold CORZ as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 86,504 Core Scientific, Inc. Common Stock shares in Q2 2022, an estimated $712K.
  • Laurel Wealth Advisors (California) first reported a position in Core Scientific, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Core Scientific, Inc. Common Stock position peaked at $947K in Q4 2021.
  • 141 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.