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Crewe Advisors’s C3.ai AI Stock Holding History

Crewe 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
2024
Q1 		– Sell
-130
Closed -$3.73K – 931
2023
Q4 		$3.73K Buy
+130
New +$3.58K ﹤0.01% 267
2022
Q4 		– Sell
-100
Closed -$1K – 1023
2022
Q3 		$1K Hold
100
– – ﹤0.01% 1103
2022
Q2 		$2K Hold
100
– – ﹤0.01% 955
2022
Q1 		$2K Hold
100
– – ﹤0.01% 426
2021
Q4 		$3K Sell
100
-250
-71% -$10.1K ﹤0.01% 366
2021
Q3 		$16K Hold
350
– – ﹤0.01% 226
2021
Q2 		$22K Hold
350
– – 0.01% 211
2021
Q1 		$23K Buy
+350
New +$40.7K 0.01% 208

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Crewe Advisors's AI Position: Q1 2024 in Review

Crewe Advisors sold out of C3.ai (AI) in Q1 2024, closing a stake of 130 shares — an estimated $3.73K sold.

Crewe Advisors first reported a position in AI in Q1 2021 and held it in 8 quarters. The position peaked at $23K in Q1 2021. 309 funds tracked by Wall St. Rank hold AI as of Q1 2024.

  • Crewe Advisors reported no remaining C3.ai position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 130 C3.ai shares in Q1 2024, an estimated $3.73K.
  • Crewe Advisors first reported a position in C3.ai in Q1 2021 and held it in 8 quarters.
  • Crewe Advisors's C3.ai position peaked at $23K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held C3.ai as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.