BHWM
CHAI

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
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

SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $271M AUM 35.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return