American Portfolios Advisors’s C3.ai AI Stock Holding History

American Portfolios Advisors’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 Q3	$127K	Buy	10,150 +645	+7%	+$11.6K	0.01%	1218
2022 Q2	$174K	Sell	9,505 -156	-2%	-$2.87K	0.01%	1116
2022 Q1	$219K	Buy	9,661 +1,605	+20%	+$38.6K	0.01%	1120
2021 Q4	$252K	Buy	8,056 +500	+7%	+$20.2K	0.01%	1034
2021 Q3	$350K	Sell	7,556 -6,918	-48%	-$352K	0.01%	875
2021 Q2	$905K	Buy	14,474 +13,114	+964%	+$815K	0.04%	489
2021 Q1	$89.6K	Buy	1,360 +1,311	+2,676%	+$152K	﹤0.01%	1361
2020 Q4	$6.8K	Buy	+49	New	+$6.57K	﹤0.01%	2279

Other funds holding AI

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

BHH

Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAM

Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Portfolios Advisors's AI Position: Q3 2022 in Review

American Portfolios Advisors increased its C3.ai (AI) stake by 6.8% in Q3 2022, buying an estimated $11.6K and bringing the position to 10,150 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1218.

American Portfolios Advisors first reported a position in AI in Q4 2020 and has held it in 8 quarters since. The position peaked at $905K in Q2 2021. 225 funds tracked by Wall St. Rank hold AI as of Q3 2022.

American Portfolios Advisors held 10,150 shares of C3.ai worth $127K as of Q3 2022.
American Portfolios Advisors bought 645 C3.ai shares in Q3 2022, an estimated $11.6K.
C3.ai made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1218 holding.
American Portfolios Advisors first reported a position in C3.ai in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's C3.ai position peaked at $905K in Q2 2021.
225 funds tracked by Wall St. Rank held C3.ai as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.