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Impact Partnership Wealth’s C3.ai AI Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-58
Closed -$1.57K – 228
2024
Q1 		$1.57K Hold
58
– – ﹤0.01% 593
2023
Q4 		$1.67K Sell
58
-1,096
-95% -$30.2K ﹤0.01% 714
2023
Q3 		$29.4K Buy
+1,154
New +$38.5K 0.01% 451

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Impact Partnership Wealth's AI Position: Q2 2024 in Review

Impact Partnership Wealth sold out of C3.ai (AI) in Q2 2024, closing a stake of 58 shares — an estimated $1.57K sold.

Impact Partnership Wealth first reported a position in AI in Q3 2023 and held it in 3 quarters. The position peaked at $29.4K in Q3 2023. 339 funds tracked by Wall St. Rank hold AI as of Q2 2024.

  • Impact Partnership Wealth reported no remaining C3.ai position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 58 C3.ai shares in Q2 2024, an estimated $1.57K.
  • Impact Partnership Wealth first reported a position in C3.ai in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's C3.ai position peaked at $29.4K in Q3 2023.
  • 339 funds tracked by Wall St. Rank held C3.ai as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.