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Mount Yale Investment Advisors’s Core Scientific CORZ Stock Holding History

Mount Yale Investment 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
2025
Q2 		– Sell
-30,850
Closed -$223K – 1496
2025
Q1 		$223K Buy
30,850
+864
+3% +$9.83K 0.02% 497
2024
Q4 		$421K Buy
+29,986
New +$443K 0.03% 370

Other funds holding CORZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Mount Yale Investment Advisors's CORZ Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Core Scientific (CORZ) in Q2 2025, closing a stake of 30,850 shares — an estimated $223K sold.

Mount Yale Investment Advisors first reported a position in CORZ in Q4 2024 and held it in 2 quarters. The position peaked at $421K in Q4 2024. 370 funds tracked by Wall St. Rank hold CORZ as of Q2 2025.

  • Mount Yale Investment Advisors reported no remaining Core Scientific position as of Q2 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 30,850 Core Scientific shares in Q2 2025, an estimated $223K.
  • Mount Yale Investment Advisors first reported a position in Core Scientific in Q4 2024 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Core Scientific position peaked at $421K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Core Scientific as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.