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	$328K	Sell	19,200 -119,700	-86%	-$3.36M	0.11%	189
2023 Q4	$878K	Sell	138,900 -87,900	-39%	-$2.42M	0.08%	278
2023 Q3	$1.93M	Sell	226,800 -88,300	-28%	-$2.95M	0.2%	119
2023 Q2	$1.46M	Buy	315,100 +87,400	+38%	+$2.46M	0.2%	110
2023 Q1	$204K	Buy	227,700 +220,900	+3,249%	+$4.52M	0.02%	667
2022 Q4	$34K	Sell	6,800 -9,900	-59%	-$124K	﹤0.01%	1830
2022 Q3	$114K	Sell	16,700 -2,900	-15%	-$52K	0.01%	1295
2022 Q2	$196K	Sell	19,600 -4,200	-18%	-$77.2K	0.01%	1024
2022 Q1	$227K	Buy	23,800 +4,200	+21%	+$101K	0.01%	1110
2021 Q4	$195K	Sell	19,600 -4,800	-20%	-$194K	0.01%	1338
2021 Q3	$429K	Sell	24,400 -10,600	-30%	-$539K	0.02%	872
2021 Q2	$360K	Buy	35,000 +17,900	+105%	+$1.11M	0.02%	936
2021 Q1	$614K	Sell	17,100 -14,500	-46%	-$1.69M	0.03%	644
2020 Q4	$435K	Buy	+31,600	New	+$4.24M	0.02%	696

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