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Householder Group Estate & Retirement Specialist’s C3.ai AI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		– Sell
-750
Closed -$18K – 551
2024
Q3 		$18K Sell
750
-175
-19% -$4.45K 0.01% 706
2024
Q2 		$26K Buy
925
+600
+185% +$15.4K 0.01% 612
2024
Q1 		$8.8K Hold
325
– – ﹤0.01% 840
2023
Q4 		$9K Buy
325
+175
+117% +$4.82K ﹤0.01% 777
2023
Q3 		$3.83K Buy
+150
New +$5.01K ﹤0.01% 981
2023
Q1 		$5K Buy
+150
New +$3.07K ﹤0.01% 940

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of C3.ai (AI) in Q4 2024, closing a stake of 750 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in AI in Q1 2023 and held it in 6 quarters. The position peaked at $26K in Q2 2024. 374 funds tracked by Wall St. Rank hold AI as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining C3.ai position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 750 C3.ai shares in Q4 2024, an estimated $18K.
  • Householder Group Estate & Retirement Specialist first reported a position in C3.ai in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's C3.ai position peaked at $26K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.