Cutler Group’s C3.ai AI Stock Holding History

Cutler Group’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	$211K	Sell	58,300 -213,900	-79%	-$6.01M	0.07%	268
2023 Q4	$991K	Sell	272,200 -293,400	-52%	-$8.07M	0.09%	244
2023 Q3	$1.05M	Buy	565,600 +154,900	+38%	+$5.17M	0.11%	214
2023 Q2	$2.41M	Buy	410,700 +45,500	+12%	+$1.28M	0.34%	61
2023 Q1	$2.19M	Buy	365,200 +347,900	+2,011%	+$7.12M	0.23%	90
2022 Q4	$1K	Sell	17,300 -9,500	-35%	-$119K	﹤0.01%	3882
2022 Q3	$4K	Buy	26,800 +1,600	+6%	+$28.7K	﹤0.01%	3747
2022 Q2	$16K	Sell	25,200 -6,600	-21%	-$121K	﹤0.01%	2835
2022 Q1	$32K	Sell	31,800 -25,700	-45%	-$619K	﹤0.01%	2625
2021 Q4	$62K	Sell	57,500 -117,800	-67%	-$4.77M	﹤0.01%	2221
2021 Q3	$117K	Buy	175,300 +104,200	+147%	+$5.3M	0.01%	1789
2021 Q2	$254K	Buy	71,100 +10,000	+16%	+$621K	0.01%	1168
2021 Q1	$93K	Buy	61,100 +33,800	+124%	+$3.93M	﹤0.01%	1832
2020 Q4	$587K	Buy	+27,300	New	+$3.66M	0.03%	569

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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