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Institutional & Family Asset Management’s C3.ai AI Stock Holding History

Institutional & Family Asset Management’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
2023
Q2 		– Sell
-19
Closed -$638 – 755
2023
Q1 		$638 Buy
+19
New +$389 ﹤0.01% 657
2021
Q3 		– Sell
-13
Closed -$1K – 903
2021
Q2 		$1K Buy
+13
New +$808 ﹤0.01% 863

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Institutional & Family Asset Management's AI Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of C3.ai (AI) in Q2 2023, closing a stake of 19 shares — an estimated $638 sold.

Institutional & Family Asset Management first reported a position in AI in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 316 funds tracked by Wall St. Rank hold AI as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining C3.ai position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 19 C3.ai shares in Q2 2023, an estimated $638.
  • Institutional & Family Asset Management first reported a position in C3.ai in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's C3.ai position peaked at $1K in Q2 2021.
  • 316 funds tracked by Wall St. Rank held C3.ai as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.