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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s C3.ai AI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q1 		– Sell
-7,513
Closed -$84.1K – 321
2022
Q4 		$84.1K Buy
+7,513
New +$94.1K 0.07% 128

Other funds holding AI

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BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AI Position: Q1 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of C3.ai (AI) in Q1 2023, closing a stake of 7,513 shares — an estimated $84.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AI in Q4 2022 and held it in 1 quarter. The position peaked at $84.1K in Q4 2022. 304 funds tracked by Wall St. Rank hold AI as of Q1 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining C3.ai position as of Q1 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 7,513 C3.ai shares in Q1 2023, an estimated $84.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in C3.ai in Q4 2022 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s C3.ai position peaked at $84.1K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held C3.ai as of Q1 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2023, filed 7 Aug 2026.