BDO Wealth Advisors’s C3.ai AI Stock Holding History

BDO Wealth 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
2023 Q2	$88.1K	Hold	2,417	–	–	0.01%	357
2023 Q1	$81.1K	Buy	+2,417	New	+$49.5K	0.01%	351
2022 Q4	–	Sell	-30	Closed	–	–	1016
2022 Q3	$0	Hold	30	–	–	﹤0.01%	1017
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	939
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	958
2021 Q4	$1K	Sell	30 -609	-95%	-$24.7K	﹤0.01%	977
2021 Q3	$30K	Sell	639 -38	-6%	-$1.93K	﹤0.01%	529
2021 Q2	$42K	Sell	677 -100	-13%	-$6.21K	﹤0.01%	485
2021 Q1	$51K	Buy	+777	New	+$90.4K	0.01%	453

Other funds holding AI

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

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

BHH

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BDO Wealth Advisors's AI Position: Q2 2023 in Review

BDO Wealth Advisors held its C3.ai (AI) position steady in Q2 2023 at 2,417 shares worth $88.1K. The position accounts for 0.01% of the portfolio, ranked #357.

BDO Wealth Advisors first reported a position in AI in Q1 2021 and has held it in 9 quarters since. 316 funds tracked by Wall St. Rank hold AI as of Q2 2023.

BDO Wealth Advisors held 2,417 shares of C3.ai worth $88.1K as of Q2 2023.
BDO Wealth Advisors left its C3.ai share count unchanged in Q2 2023.
C3.ai made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #357 holding.
BDO Wealth Advisors first reported a position in C3.ai in Q1 2021 and has held it in 9 quarters since.
316 funds tracked by Wall St. Rank held C3.ai as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.