CFFP
AI icon

Center for Financial Planning’s C3.ai AI Stock Holding History

Center for Financial Planning’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
2023
Q4 		– Sell
-50
Closed -$1.28K – 525
2023
Q3 		$1.28K Hold
50
– – ﹤0.01% 472
2023
Q2 		$1.82K Hold
50
– – ﹤0.01% 496
2023
Q1 		$1.68K Hold
50
– – ﹤0.01% 460
2022
Q4 		$560 Hold
50
– – ﹤0.01% 503
2022
Q3 		$1K Hold
50
– – ﹤0.01% 579
2022
Q2 		$1K Hold
50
– – ﹤0.01% 489
2022
Q1 		$1K Hold
50
– – ﹤0.01% 489
2021
Q4 		$2K Hold
50
– – ﹤0.01% 473
2021
Q3 		$2K Hold
50
– – ﹤0.01% 447
2021
Q2 		$3K Hold
50
– – ﹤0.01% 433
2021
Q1 		$3K Buy
+50
New +$5.82K ﹤0.01% 470

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's AI Position: Q4 2023 in Review

Center for Financial Planning sold out of C3.ai (AI) in Q4 2023, closing a stake of 50 shares — an estimated $1.28K sold.

Center for Financial Planning first reported a position in AI in Q1 2021 and held it in 11 quarters. The position peaked at $3K in Q2 2021. 314 funds tracked by Wall St. Rank hold AI as of Q4 2023.

  • Center for Financial Planning reported no remaining C3.ai position as of Q4 2023 after selling out during the quarter.
  • Center for Financial Planning sold 50 C3.ai shares in Q4 2023, an estimated $1.28K.
  • Center for Financial Planning first reported a position in C3.ai in Q1 2021 and held it in 11 quarters.
  • Center for Financial Planning's C3.ai position peaked at $3K in Q2 2021.
  • 314 funds tracked by Wall St. Rank held C3.ai as of Q4 2023.

Based on Center for Financial Planning's 13F filing for Q4 2023, filed 29 Jan 2024.