True Wealth Design’s Core Scientific CORZ Stock Holding History

True Wealth Design’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
2025 Q1	–	Sell	-2	Closed	-$29	–	2657
2024 Q4	$29	Buy	+2	New	+$30	﹤0.01%	1331

Other funds holding CORZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return

Gullane Capital Memphis, Tennessee $37.4M AUM 112.18% 1-Year Est. Return

OWP

ORG Wealth Partners Dallas, Texas $668M AUM 45.71% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $7.15B AUM 169.27% 1-Year Est. Return

JCM

JAT Capital Management Greenwich, Connecticut $59.3M AUM 134.04% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HPM

Helix Partners Management New York $374M AUM 136.73% 1-Year Est. Return

True Wealth Design's CORZ Position: Q1 2025 in Review

True Wealth Design sold out of Core Scientific (CORZ) in Q1 2025, closing a stake of 2 shares — an estimated $29 sold.

True Wealth Design first reported a position in CORZ in Q4 2024 and held it in 1 quarter. The position peaked at $29 in Q4 2024. 336 funds tracked by Wall St. Rank hold CORZ as of Q1 2025.

True Wealth Design reported no remaining Core Scientific position as of Q1 2025 after selling out during the quarter.
True Wealth Design sold 2 Core Scientific shares in Q1 2025, an estimated $29.
True Wealth Design first reported a position in Core Scientific in Q4 2024 and held it in 1 quarter.
True Wealth Design's Core Scientific position peaked at $29 in Q4 2024.
336 funds tracked by Wall St. Rank held Core Scientific as of Q1 2025.

Based on True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.