Wealth Enhancement Advisory Services
CORZ icon

Wealth Enhancement Advisory Services’s Core Scientific CORZ Stock Holding History

Wealth Enhancement Advisory 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
2026
Q1 		$362K Sell
22,274
-30,614
-58% -$522K ﹤0.01% 2603
2025
Q4 		$888K Sell
52,888
-8
-0% -$139 ﹤0.01% 2037
2025
Q3 		$905K Sell
52,896
-39,294
-43% -$576K ﹤0.01% 1931
2025
Q2 		$1.66M Sell
92,190
-19,691
-18% -$197K ﹤0.01% 1459
2025
Q1 		$810K Sell
111,881
-88
-0.1% -$1K ﹤0.01% 1721
2024
Q4 		$1.57M Buy
111,969
+33,892
+43% +$501K ﹤0.01% 1303
2024
Q3 		$926K Buy
78,077
+38,292
+96% +$397K ﹤0.01% 1452
2024
Q2 		$370K Hold
39,785
– – ﹤0.01% 1836
2024
Q1 		$141K Buy
+39,785
New +$138K ﹤0.01% 2258

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SA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return