SPIA
CORZ

Steward Partners Investment Advisory’s Core Scientific, Inc. Common Stock CORZ Stock Holding History

Steward Partners Investment Advisory’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
-2,965
Closed -$900 – 3430
2023
Q1 		$900 Hold
2,965
– – ﹤0.01% 3126
2022
Q4 		$223 Hold
2,965
– – ﹤0.01% 3253
2022
Q3 		$4K Hold
2,965
– – ﹤0.01% 2901
2022
Q2 		$4K Hold
2,965
– – ﹤0.01% 2886
2022
Q1 		$24K Hold
2,965
– – ﹤0.01% 2288
2021
Q4 		$32K Buy
2,965
+1,479
+100% +$17.4K ﹤0.01% 2111
2021
Q3 		$15K Buy
+1,486
New +$14.9K ﹤0.01% 2464

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

Steward Partners Investment Advisory's CORZ Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Core Scientific, Inc. Common Stock (CORZ) in Q2 2023, closing a stake of 2,965 shares — an estimated $900 sold.

Steward Partners Investment Advisory first reported a position in CORZ in Q3 2021 and held it in 7 quarters. The position peaked at $32K in Q4 2021. 5 funds tracked by Wall St. Rank hold CORZ as of Q2 2023.

  • Steward Partners Investment Advisory reported no remaining Core Scientific, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,965 Core Scientific, Inc. Common Stock shares in Q2 2023, an estimated $900.
  • Steward Partners Investment Advisory first reported a position in Core Scientific, Inc. Common Stock in Q3 2021 and held it in 7 quarters.
  • Steward Partners Investment Advisory's Core Scientific, Inc. Common Stock position peaked at $32K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.