Focus Partners Wealth
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Focus Partners Wealth’s C3.ai AI Stock Holding History

Focus Partners Wealth’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.49M Buy
60,753
+1,749
+3% +$43K ﹤0.01% 982
2025
Q1 		$1.24M Buy
59,004
+1,453
+3% +$30.6K ﹤0.01% 981
2024
Q4 		$1.98M Buy
57,551
+7,243
+14% +$249K 0.01% 829
2024
Q3 		$1.22M Buy
+50,308
New +$1.22M ﹤0.01% 886