SWA
CORZ

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

SFMG 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
2023
Q1 		– Sell
-40,900
Closed -$3.07K – 283
2022
Q4 		$3.07K Sell
40,900
-135,411
-77% -$62.1K ﹤0.01% 263
2022
Q3 		$219K Hold
176,311
– – 0.03% 211
2022
Q2 		$263K Sell
176,311
-375,200
-68% -$1.72M 0.03% 198
2022
Q1 		$4.54M Buy
+551,511
New +$4.87M 0.45% 32

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

SFMG Wealth Advisors's CORZ Position: Q1 2023 in Review

SFMG Wealth Advisors sold out of Core Scientific, Inc. Common Stock (CORZ) in Q1 2023, closing a stake of 40,900 shares — an estimated $3.07K sold.

SFMG Wealth Advisors first reported a position in CORZ in Q1 2022 and held it in 4 quarters. The position peaked at $4.54M in Q1 2022. 10 funds tracked by Wall St. Rank hold CORZ as of Q1 2023.

  • SFMG Wealth Advisors reported no remaining Core Scientific, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • SFMG Wealth Advisors sold 40,900 Core Scientific, Inc. Common Stock shares in Q1 2023, an estimated $3.07K.
  • SFMG Wealth Advisors first reported a position in Core Scientific, Inc. Common Stock in Q1 2022 and held it in 4 quarters.
  • SFMG Wealth Advisors's Core Scientific, Inc. Common Stock position peaked at $4.54M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q1 2023.

Based on SFMG Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.