BTI
CHAI

Blue Trust Inc’s Core AI Holdings Inc CHAI Stock Holding History

Blue Trust Inc’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 		– Sell
-1
Closed -$22 – 2943
2024
Q3 		$22 Buy
+1
New +$198 ﹤0.01% 2890
2024
Q2 		– Hold
0
– – – 2682
2024
Q1 		– Hold
0
– – – 2116
2023
Q4 		– Sell
-4
Closed -$21.9K – 2418
2023
Q3 		$1K Buy
+4
New +$74.8K ﹤0.01% 1966
2023
Q2 		– Hold
0
– – – 1682

Other funds holding CHAI

SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return

Blue Trust Inc's CHAI Position: Q4 2024 in Review

Blue Trust Inc sold out of Core AI Holdings Inc (CHAI) in Q4 2024, closing a stake of 1 share — an estimated $22 sold.

Blue Trust Inc first reported a position in CHAI in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 7 funds tracked by Wall St. Rank hold CHAI as of Q4 2024.

  • Blue Trust Inc reported no remaining Core AI Holdings Inc position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 1 Core AI Holdings Inc share in Q4 2024, an estimated $22.
  • Blue Trust Inc first reported a position in Core AI Holdings Inc in Q3 2023 and held it in 2 quarters.
  • Blue Trust Inc's Core AI Holdings Inc position peaked at $1K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.