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Clearview Wealth Advisors’s C3.ai AI Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-127
Closed -$4.63K – 131
2023
Q2 		$4.63K Buy
127
+120
+1,714% +$3.38K ﹤0.01% 439
2023
Q1 		$235 Buy
+7
New +$143 ﹤0.01% 643
2022
Q3 		– Sell
-201
Closed -$4K – 571
2022
Q2 		$4K Sell
201
-4
-2% -$74 ﹤0.01% 438
2022
Q1 		$5K Buy
205
+76
+59% +$1.83K ﹤0.01% 438
2021
Q4 		$4K Buy
+129
New +$5.22K ﹤0.01% 499

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 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

Clearview Wealth Advisors's AI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of C3.ai (AI) in Q3 2023, closing a stake of 127 shares — an estimated $4.63K sold.

Clearview Wealth Advisors first reported a position in AI in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 297 funds tracked by Wall St. Rank hold AI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining C3.ai position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 127 C3.ai shares in Q3 2023, an estimated $4.63K.
  • Clearview Wealth Advisors first reported a position in C3.ai in Q4 2021 and held it in 5 quarters.
  • Clearview Wealth Advisors's C3.ai position peaked at $5K in Q1 2022.
  • 297 funds tracked by Wall St. Rank held C3.ai as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.