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Beaird Harris Wealth Management’s
Core AI Holdings Inc
CHAI
Stock Holding History
Beaird Harris Wealth Management’s Portfolio
CHAI Stock Details
CHAI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Hold
0
–
-$1
–
536
2024
Q3
–
Hold
0
–
–
–
511
2024
Q2
–
Hold
0
–
–
–
698
Other funds holding CHAI
SBI Securities
Tokyo, Japan
$4.38B AUM
56.37%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Tower Research Capital (TRC)
New York
$4.08B AUM
58.77%
1-Year Est. Return
Bernard Wealth Management
Royal Oak, Michigan
$271M AUM
35.05%
1-Year Est. Return
JP Morgan Chase
New York
$1.84T AUM
33.86%
1-Year Est. Return
Concord Wealth Partners
Abingdon, Virginia
$860M AUM
17.87%
1-Year Est. Return
New Wave Wealth Advisors
Springdale, Arkansas
$380M AUM
25.52%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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