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Berman Capital Advisors’s C3.ai AI Stock Holding History

Berman Capital 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
2021
Q3 		$1K Sell
27
-22
-45% -$1.12K ﹤0.01% 1788
2021
Q2 		$3K Buy
+49
New +$3.04K ﹤0.01% 1448

Other funds holding AI

BHH
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Berman Capital Advisors's AI Position: Q3 2021 in Review

Berman Capital Advisors reduced its C3.ai (AI) stake by 45% in Q3 2021, selling an estimated $1.12K and leaving 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Berman Capital Advisors first reported a position in AI in Q2 2021 and has held it in 2 quarters since. The position peaked at $3K in Q2 2021. 241 funds tracked by Wall St. Rank hold AI as of Q3 2021.

  • Berman Capital Advisors held 27 shares of C3.ai worth $1K as of Q3 2021.
  • Berman Capital Advisors sold 22 C3.ai shares in Q3 2021, an estimated $1.12K.
  • C3.ai made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1788 holding.
  • Berman Capital Advisors first reported a position in C3.ai in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's C3.ai position peaked at $3K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held C3.ai as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.