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

Other funds holding AI

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BHH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Wealth Solutions's AI Position: Q2 2024 in Review

Atria Wealth Solutions sold out of C3.ai (AI) in Q2 2024, closing a stake of 8,087 shares — an estimated $219K sold.

Atria Wealth Solutions first reported a position in AI in Q1 2023 and held it in 4 quarters. The position peaked at $356K in Q1 2023. 338 funds tracked by Wall St. Rank hold AI as of Q2 2024.

Atria Wealth Solutions reported no remaining C3.ai position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 8,087 C3.ai shares in Q2 2024, an estimated $219K.
Atria Wealth Solutions first reported a position in C3.ai in Q1 2023 and held it in 4 quarters.
Atria Wealth Solutions's C3.ai position peaked at $356K in Q1 2023.
338 funds tracked by Wall St. Rank held C3.ai as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.