Ground Swell Capital’s Core AI Holdings Inc CHAI Stock Holding History

Ground Swell Capital’s Portfolio CHAI Stock Details CHAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8	Closed	-$114K	–	118
2023 Q3	$114K	Buy	+8	New	+$150K	0.19%	55

Other funds holding CHAI

Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Ground Swell Capital's CHAI Position: Q4 2023 in Review

Ground Swell Capital sold out of Core AI Holdings Inc (CHAI) in Q4 2023, closing a stake of 8 shares — an estimated $114K sold.

Ground Swell Capital first reported a position in CHAI in Q3 2023 and held it in 1 quarter. The position peaked at $114K in Q3 2023. 1 fund tracked by Wall St. Rank holds CHAI as of Q4 2023.

Ground Swell Capital reported no remaining Core AI Holdings Inc position as of Q4 2023 after selling out during the quarter.
Ground Swell Capital sold 8 Core AI Holdings Inc shares in Q4 2023, an estimated $114K.
Ground Swell Capital first reported a position in Core AI Holdings Inc in Q3 2023 and held it in 1 quarter.
Ground Swell Capital's Core AI Holdings Inc position peaked at $114K in Q3 2023.
1 fund tracked by Wall St. Rank held Core AI Holdings Inc as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.