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Core Scientific shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Core Scientific (CORZ) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Core Scientific

Tip: Access up to 7 years of quarterly data

All positions including Core Scientific held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Core Scientific by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.3M 251k 9.30

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Core Scientific

BlackRock
Beryl Capital Management
BlackRock
Diameter Capital Partners
Vanguard Group
ORG Wealth Partners
Susquehanna International
Two Seas Capital
Hampton Road Capital Management
Geode Capital Management
Driehaus Capital Management
Jane Street
Valiant Capital Management
Citadel Advisors
Brian McDonald

View all funds holding Core Scientific