Corient Private Wealth
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Corient Private Wealth’s C3.ai AI Stock Holding History

Corient Private Wealth’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
2025
Q3 		– Sell
-13,065
Closed -$321K – 2555
2025
Q2 		$321K Buy
13,065
+26
+0.2% +$594 ﹤0.01% 1952
2025
Q1 		$274K Sell
13,039
-10,332
-44% -$293K ﹤0.01% 1901
2024
Q4 		$805K Buy
23,371
+555
+2% +$17.2K ﹤0.01% 1402
2024
Q3 		$553K Sell
22,816
-7,522
-25% -$191K ﹤0.01% 1684
2024
Q2 		$879K Buy
30,338
+7,062
+30% +$181K ﹤0.01% 1375
2024
Q1 		$630K Sell
23,276
-6,176
-21% -$173K ﹤0.01% 1512
2023
Q4 		$846K Buy
29,452
+2,640
+10% +$72.6K ﹤0.01% 1349
2023
Q3 		$684K Buy
26,812
+308
+1% +$10.3K ﹤0.01% 1331
2023
Q2 		$966K Sell
26,504
-203
-0.8% -$5.72K ﹤0.01% 1167
2023
Q1 		$897K Buy
26,707
+15,657
+142% +$321K ﹤0.01% 1134
2022
Q4 		$124K Buy
+11,050
New +$138K ﹤0.01% 1546

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