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

Tradition 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 Q4	–	Sell	-4,035	Closed	-$3K	–	1395
2023 Q3	$3K	Hold	4,035	–	–	﹤0.01%	1347
2023 Q2	$3K	Buy	+4,035	New	+$3K	﹤0.01%	1375

Other funds holding CORZ

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Tradition Wealth Management's CORZ Position: Q4 2023 in Review

Tradition Wealth Management sold out of Core Scientific, Inc. Common Stock (CORZ) in Q4 2023, closing a stake of 4,035 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in CORZ in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 2 funds tracked by Wall St. Rank hold CORZ as of Q4 2023.

Tradition Wealth Management reported no remaining Core Scientific, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 4,035 Core Scientific, Inc. Common Stock shares in Q4 2023, an estimated $3K.
Tradition Wealth Management first reported a position in Core Scientific, Inc. Common Stock in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's Core Scientific, Inc. Common Stock position peaked at $3K in Q3 2023.
2 funds tracked by Wall St. Rank held Core Scientific, Inc. Common Stock as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.