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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
2022
Q1 		– Sell
-600
Closed -$18K – 1980
2021
Q4 		$18K Hold
600
– – ﹤0.01% 1309
2021
Q3 		$28K Hold
600
– – ﹤0.01% 1155
2021
Q2 		$38K Buy
+600
New +$37.3K ﹤0.01% 1063

Other funds holding AI

SC
Shearwater Capital Denver, Colorado $211M AUM 16.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Advisornet Financial's AI Position: Q3 2026 in Review

Advisornet Financial sold out of C3.ai (AI) in Q3 2026, closing a stake of 4,000 shares — an estimated $36.4K sold.

Advisornet Financial first reported a position in AI in Q1 2021 and held it in 7 quarters. The position peaked at $141K in Q2 2021. 21 funds tracked by Wall St. Rank hold AI as of Q3 2026.

  • Advisornet Financial reported no remaining C3.ai position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 4,000 C3.ai shares in Q3 2026, an estimated $36.4K.
  • Advisornet Financial first reported a position in C3.ai in Q1 2021 and held it in 7 quarters.
  • Advisornet Financial's C3.ai position peaked at $141K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held C3.ai as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.