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

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 $1.81T AUM 41.13% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 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.