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Advisornet Financial’s C3.ai AI Stock Holding History

Advisornet Financial’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.7K Buy
+4,000
New +$42.9K ﹤0.01% 1188
2022
Q3 		– Sell
-200
Closed -$4K – 1852
2022
Q2 		$4K Buy
+200
New +$3.68K ﹤0.01% 1529
2022
Q1 		– Sell
-1,035
Closed -$32K – 1981
2021
Q4 		$32K Sell
1,035
-965
-48% -$39.1K ﹤0.01% 1147
2021
Q3 		$93K Sell
2,000
-260
-12% -$13.2K 0.01% 814
2021
Q2 		$141K Buy
2,260
+1,210
+115% +$75.2K 0.01% 692
2021
Q1 		$69K Buy
+1,050
New +$122K ﹤0.01% 854

Other funds holding AI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return