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Brewin Dolphin Wealth Management’s C3.ai AI Stock Holding History

Brewin Dolphin Wealth Management’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
2022
Q1 		– Sell
-240
Closed -$8K – 374
2021
Q4 		$8K Hold
240
– – ﹤0.01% 289
2021
Q3 		$11.1K Buy
+240
New +$12.2K ﹤0.01% 291

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TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brewin Dolphin Wealth Management's AI Position: Q1 2022 in Review

Brewin Dolphin Wealth Management sold out of C3.ai (AI) in Q1 2022, closing a stake of 240 shares — an estimated $8K sold.

Brewin Dolphin Wealth Management first reported a position in AI in Q3 2021 and held it in 2 quarters. The position peaked at $11.1K in Q3 2021. 229 funds tracked by Wall St. Rank hold AI as of Q1 2022.

  • Brewin Dolphin Wealth Management reported no remaining C3.ai position as of Q1 2022 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 240 C3.ai shares in Q1 2022, an estimated $8K.
  • Brewin Dolphin Wealth Management first reported a position in C3.ai in Q3 2021 and held it in 2 quarters.
  • Brewin Dolphin Wealth Management's C3.ai position peaked at $11.1K in Q3 2021.
  • 229 funds tracked by Wall St. Rank held C3.ai as of Q1 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q1 2022, filed 14 Nov 2022.