Meridian Wealth Advisors’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Meridian Wealth Advisors’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 Q4	–	Sell	-15,085	Closed	-$20K	–	202
2022 Q3	$20K	Hold	15,085	–	–	0.01%	187
2022 Q2	$22K	Buy	15,085 +3,000	+25%	+$13.8K	0.01%	196
2022 Q1	$99K	Sell	12,085 -1,000	-8%	-$8.83K	0.02%	209
2021 Q4	$143K	Buy	13,085 +2,085	+19%	+$24.6K	0.03%	199
2021 Q3	$111K	Buy	+11,000	New	+$111K	0.03%	193

Other funds holding CORZ

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Meridian Wealth Advisors's CORZ Position: Q4 2022 in Review

Meridian Wealth Advisors sold out of Core Scientific, Inc. Common Stock (CORZ) in Q4 2022, closing a stake of 15,085 shares — an estimated $20K sold.

Meridian Wealth Advisors first reported a position in CORZ in Q3 2021 and held it in 5 quarters. The position peaked at $143K in Q4 2021. 89 funds tracked by Wall St. Rank hold CORZ as of Q4 2022.

Meridian Wealth Advisors reported no remaining Core Scientific, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 15,085 Core Scientific, Inc. Common Stock shares in Q4 2022, an estimated $20K.
Meridian Wealth Advisors first reported a position in Core Scientific, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
Meridian Wealth Advisors's Core Scientific, Inc. Common Stock position peaked at $143K in Q4 2021.
89 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q4 2022.

Based on Meridian Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.