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New Wave Wealth Advisors’s Core Scientific CORZ Stock Holding History

New Wave 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
2025
Q1 		– Sell
-300
Closed -$4.21K – 238
2024
Q4 		$4.21K Buy
+300
New +$4.43K ﹤0.01% 459

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
M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
GC
Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $668M AUM 45.71% 1-Year Est. Return
TSC
Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return
JCM
JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HPM
Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return

New Wave Wealth Advisors's CORZ Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Core Scientific (CORZ) in Q1 2025, closing a stake of 300 shares — an estimated $4.21K sold.

New Wave Wealth Advisors first reported a position in CORZ in Q4 2024 and held it in 1 quarter. The position peaked at $4.21K in Q4 2024. 336 funds tracked by Wall St. Rank hold CORZ as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Core Scientific position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 300 Core Scientific shares in Q1 2025, an estimated $4.21K.
  • New Wave Wealth Advisors first reported a position in Core Scientific in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Core Scientific position peaked at $4.21K in Q4 2024.
  • 336 funds tracked by Wall St. Rank held Core Scientific as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.