PWM
CORZ

Perigon Wealth Management’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Perigon Wealth Management’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
-1,747,494
Closed -$131K – 740
2022
Q4 		$131K Sell
1,747,494
-19,361
-1% -$8.88K 0.01% 667
2022
Q3 		$2.3M Buy
1,766,855
+3,600
+0.2% +$7.66K 0.2% 108
2022
Q2 		$2.63M Hold
1,763,255
– – 0.22% 96
2022
Q1 		$14.5M Buy
+1,763,255
New +$15.6M 1.03% 16

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
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
SW
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

Perigon Wealth Management's CORZ Position: Q1 2023 in Review

Perigon Wealth Management sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 1,747,494 shares — an estimated $131K sold.

Perigon Wealth Management first reported a position in CORZ in Q1 2022 and held it in 4 quarters. The position peaked at $14.5M in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

  • Perigon Wealth Management reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 1,747,494 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $131K.
  • Perigon Wealth Management first reported a position in Core Scientific, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • Perigon Wealth Management's Core Scientific, Inc. Common Stock position peaked at $14.5M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on Perigon Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.