Morgan Stanley’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Morgan Stanley’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	-88,583	Closed	-$6.65K	–	8011
2022 Q4	$6.65K	Sell	88,583 -35,630	-29%	-$16.3K	﹤0.01%	7075
2022 Q3	$161K	Sell	124,213 -183,917	-60%	-$391K	﹤0.01%	5831
2022 Q2	$458K	Buy	308,130 +205,195	+199%	+$943K	﹤0.01%	5465
2022 Q1	$848K	Buy	102,935 +47,075	+84%	+$416K	﹤0.01%	5100
2021 Q4	$612K	Buy	55,860 +22,314	+67%	+$263K	﹤0.01%	5422
2021 Q3	$339K	Buy	+33,546	New	+$337K	﹤0.01%	5718

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

Morgan Stanley's CORZ Position: Q1 2023 in Review

Morgan Stanley sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 88,583 shares — an estimated $6.65K sold.

Morgan Stanley first reported a position in CORZ in Q3 2021 and held it in 6 quarters. The position peaked at $848K in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

Morgan Stanley reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Morgan Stanley sold 88,583 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $6.65K.
Morgan Stanley first reported a position in Core Scientific, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Morgan Stanley's Core Scientific, Inc. Common Stock position peaked at $848K in Q1 2022.
10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Morgan Stanley's 13F filing for Q1 2023, filed 15 May 2023.