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CoreCap Advisors’s C3.ai AI Stock Holding History

CoreCap 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
2026
Q2 		$55.9K Buy
6,145
+1,560
+34% +$14.8K ﹤0.01% 1359
2026
Q1 		$38.6K Sell
4,585
-150
-3% -$1.61K ﹤0.01% 1414
2025
Q4 		$63.8K Sell
4,735
-2,170
-31% -$34.6K ﹤0.01% 1216
2025
Q3 		$120K Buy
6,905
+1,190
+21% +$24.9K ﹤0.01% 968
2025
Q2 		$140K Buy
5,715
+4,366
+324% +$99.8K 0.01% 865
2025
Q1 		$28.4K Buy
1,349
+252
+23% +$7.15K ﹤0.01% 1398
2024
Q4 		$37.8K Sell
1,097
-955
-47% -$29.6K ﹤0.01% 1299
2024
Q3 		$49.7K Sell
2,052
-933
-31% -$23.7K ﹤0.01% 1186
2024
Q2 		$86.4K Sell
2,985
-1,050
-26% -$27K 0.01% 533
2024
Q1 		$109K Buy
+4,035
New +$113K 0.01% 809

Other funds holding AI

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return