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Dumont & Blake Investment Advisors’s C3.ai AI Stock Holding History

Dumont & Blake Investment 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
2021
Q1 		– Sell
-2,000
Closed -$277K – 202
2020
Q4 		$277K Buy
+2,000
New +$268K 0.09% 159

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SCC
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Vanguard Group
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IVM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Dumont & Blake Investment Advisors's AI Position: Q1 2021 in Review

Dumont & Blake Investment Advisors sold out of C3.ai (AI) in Q1 2021, closing a stake of 2,000 shares — an estimated $277K sold.

Dumont & Blake Investment Advisors first reported a position in AI in Q4 2020 and held it in 1 quarter. The position peaked at $277K in Q4 2020. 201 funds tracked by Wall St. Rank hold AI as of Q1 2021.

  • Dumont & Blake Investment Advisors reported no remaining C3.ai position as of Q1 2021 after selling out during the quarter.
  • Dumont & Blake Investment Advisors sold 2,000 C3.ai shares in Q1 2021, an estimated $277K.
  • Dumont & Blake Investment Advisors first reported a position in C3.ai in Q4 2020 and held it in 1 quarter.
  • Dumont & Blake Investment Advisors's C3.ai position peaked at $277K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held C3.ai as of Q1 2021.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2021, filed 3 May 2021.