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Atria Wealth Solutions’s C3.ai AI Stock Holding History

Atria Wealth Solutions’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
2024
Q2 		– Sell
-8,087
Closed -$219K – 1925
2024
Q1 		$219K Buy
8,087
+1,045
+15% +$29.3K ﹤0.01% 1772
2023
Q4 		$202K Buy
+7,042
New +$194K ﹤0.01% 1776
2023
Q3 		– Sell
-5,954
Closed -$217K – 1862
2023
Q2 		$217K Sell
5,954
-4,650
-44% -$131K ﹤0.01% 1642
2023
Q1 		$356K Buy
+10,604
New +$217K 0.01% 1322

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