GWMIA
AI icon

Global Wealth Management Investment Advisory’s C3.ai AI Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-460
Closed -$29K – 458
2021
Q2 		$29K Buy
+460
New +$28.6K 0.01% 224

Other funds holding AI

BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Global Wealth Management Investment Advisory's AI Position: Q3 2021 in Review

Global Wealth Management Investment Advisory sold out of C3.ai (AI) in Q3 2021, closing a stake of 460 shares — an estimated $29K sold.

Global Wealth Management Investment Advisory first reported a position in AI in Q2 2021 and held it in 1 quarter. The position peaked at $29K in Q2 2021. 241 funds tracked by Wall St. Rank hold AI as of Q3 2021.

  • Global Wealth Management Investment Advisory reported no remaining C3.ai position as of Q3 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 460 C3.ai shares in Q3 2021, an estimated $29K.
  • Global Wealth Management Investment Advisory first reported a position in C3.ai in Q2 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's C3.ai position peaked at $29K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held C3.ai as of Q3 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2021, filed 16 Nov 2021.