EverSource Wealth Advisors’s C3.ai AI Stock Holding History

EverSource Wealth 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
2026 Q1	$10.1K	Buy	1,195 +909	+318%	+$9.75K	﹤0.01%	2918
2025 Q4	$3.85K	Sell	286 -601	-68%	-$9.59K	﹤0.01%	3222
2025 Q3	$15.4K	Sell	887 -475	-35%	-$9.92K	﹤0.01%	2545
2025 Q2	$33.5K	Sell	1,362 -950	-41%	-$21.7K	﹤0.01%	1903
2025 Q1	$48.7K	Sell	2,312 -10,153	-81%	-$288K	﹤0.01%	1257
2024 Q4	$429K	Sell	12,465 -6,999	-36%	-$217K	0.02%	407
2024 Q3	$472K	Sell	19,464 -10,161	-34%	-$258K	0.03%	340
2024 Q2	$792K	Sell	29,625 -2,321	-7%	-$59.6K	0.05%	246
2024 Q1	$720K	Buy	31,946 +31,302	+4,861%	+$879K	0.06%	225
2023 Q4	$18.5K	Hold	644	–	–	﹤0.01%	1269
2023 Q3	$16.4K	Hold	644	–	–	﹤0.01%	1203
2023 Q2	$23.5K	Hold	644	–	–	﹤0.01%	1090
2023 Q1	$21.6K	Buy	644 +126	+24%	+$2.58K	﹤0.01%	1059
2022 Q4	$5.8K	Buy	+518	New	+$6.49K	﹤0.01%	1544
2022 Q2	–	Sell	-69	Closed	-$2K	–	1701
2022 Q1	$2K	Hold	69	–	–	﹤0.01%	1487
2021 Q4	$2K	Buy	+69	New	+$2.79K	﹤0.01%	1496

Other funds holding AI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return