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Clear Perspectives Financial Planning’s C3.ai AI Stock Holding History

Clear Perspectives 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
Q1 		– Sell
-10
Closed -$112 – 199
2022
Q4 		$112 Buy
+10
New +$125 ﹤0.01% 226

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Clear Perspectives Financial Planning's AI Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of C3.ai (AI) in Q1 2023, closing a stake of 10 shares — an estimated $112 sold.

Clear Perspectives Financial Planning first reported a position in AI in Q4 2022 and held it in 1 quarter. The position peaked at $112 in Q4 2022. 304 funds tracked by Wall St. Rank hold AI as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining C3.ai position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 10 C3.ai shares in Q1 2023, an estimated $112.
  • Clear Perspectives Financial Planning first reported a position in C3.ai in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's C3.ai position peaked at $112 in Q4 2022.
  • 304 funds tracked by Wall St. Rank held C3.ai as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.