Lee Financial’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Lee Financial’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	-8,600	Closed	-$646	–	985
2022 Q4	$646	Hold	8,600	–	–	﹤0.01%	796
2022 Q3	$11K	Hold	8,600	–	–	﹤0.01%	425
2022 Q2	$13K	Hold	8,600	–	–	﹤0.01%	411
2022 Q1	$71K	Buy	8,600 +2,250	+35%	+$19.9K	0.01%	212
2021 Q4	$70K	Buy	+6,350	New	+$74.9K	0.01%	219

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

Lee Financial's CORZ Position: Q1 2023 in Review

Lee Financial sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 8,600 shares — an estimated $646 sold.

Lee Financial first reported a position in CORZ in Q4 2021 and held it in 5 quarters. The position peaked at $71K in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Lee Financial reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 8,600 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $646.
Lee Financial first reported a position in Core Scientific, Inc. Common Stock in Q4 2021 and held it in 5 quarters.
Lee Financial's Core Scientific, Inc. Common Stock position peaked at $71K in Q1 2022.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.