Evermay Wealth Management’s C3.ai AI Stock Holding History

Evermay Wealth Management’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
2022 Q1	–	Sell	-9	Closed	–	–	520
2021 Q4	$0	Buy	+9	New	+$364	﹤0.01%	507

Other funds holding AI

BHH

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

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Evermay Wealth Management's AI Position: Q1 2022 in Review

Evermay Wealth Management sold out of C3.ai (AI) in Q1 2022, closing a stake of 9 shares.

Evermay Wealth Management first reported a position in AI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 229 funds tracked by Wall St. Rank hold AI as of Q1 2022.

Evermay Wealth Management reported no remaining C3.ai position as of Q1 2022 after selling out during the quarter.
Evermay Wealth Management sold 9 C3.ai shares in Q1 2022.
Evermay Wealth Management first reported a position in C3.ai in Q4 2021 and held it in 1 quarter.
Evermay Wealth Management's C3.ai position peaked at $0 in Q4 2021.
229 funds tracked by Wall St. Rank held C3.ai as of Q1 2022.

Based on Evermay Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.