SFS
CORZ

Sowell Financial Services’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-2,352,803
Closed -$715K – 859
2023
Q1 		$715K Buy
+2,352,803
New +$715K 0.06% 365
2022
Q4 		– Sell
-3,563,833
Closed -$4.63M – 551
2022
Q3 		$4.63M Buy
3,563,833
+114,145
+3% +$243K 0.47% 53
2022
Q2 		$5.14M Buy
+3,449,688
New +$15.9M 0.48% 47
2022
Q1 		– Sell
-223,084
Closed -$2.44M – 546
2021
Q4 		$2.44M Sell
223,084
-26,994
-11% -$318K 0.14% 168
2021
Q3 		$2.53M Buy
+250,078
New +$2.51M 0.17% 147

Other funds holding CORZ

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 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
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Sowell Financial Services's CORZ Position: Q2 2023 in Review

Sowell Financial Services sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2023, closing a stake of 2,352,803 shares — an estimated $715K sold.

Sowell Financial Services first reported a position in CORZ in Q3 2021 and held it in 5 quarters. The position peaked at $5.14M in Q2 2022. 5 funds tracked by Wall St. Rank hold CORZ as of Q2 2023.

  • Sowell Financial Services reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 2,352,803 Core Scientific, Inc. Common Stock shares in Q2 2023, an estimated $715K.
  • Sowell Financial Services first reported a position in Core Scientific, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
  • Sowell Financial Services's Core Scientific, Inc. Common Stock position peaked at $5.14M in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.