Avidian Wealth Enterprises’s C3.ai AI Stock Holding History

Avidian Wealth Enterprises’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	-21,000	Closed	-$656K	–	493
2021 Q4	$656K	Buy	+21,000	New	+$850K	0.04%	253

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Avidian Wealth Enterprises's AI Position: Q4 2022 in Review

Avidian Wealth Enterprises sold out of C3.ai (AI) in Q4 2022, closing a stake of 10,500 shares — an estimated $131K sold.

Avidian Wealth Enterprises first reported a position in AI in Q1 2021 and held it in 4 quarters. The position peaked at $419K in Q2 2021. 218 funds tracked by Wall St. Rank hold AI as of Q4 2022.

Avidian Wealth Enterprises reported no remaining C3.ai position as of Q4 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 10,500 C3.ai shares in Q4 2022, an estimated $131K.
Avidian Wealth Enterprises first reported a position in C3.ai in Q1 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's C3.ai position peaked at $419K in Q2 2021.
218 funds tracked by Wall St. Rank held C3.ai as of Q4 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2022, filed 6 Feb 2023.