J.P. Morgan Private Wealth Advisors’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,678
| Closed | -$240K | – | 1997 |
|
|
2021
Q4 | $240K | Sell |
7,678
-16,210
| -68% | -$507K | ﹤0.01% | 1843 |
|
|
2021
Q3 | $1.11M | Sell |
23,888
-18,303
| -43% | -$848K | ﹤0.01% | 1166 |
|
|
2021
Q2 | $2.64M | Buy |
+42,191
| New | +$2.64M | 0.01% | 774 |
|
|
2021
Q1 | – | Sell |
-8,412
| Closed | -$1.17M | – | 1743 |
|
|
2020
Q4 | $1.17M | Buy |
+8,412
| New | +$1.17M | ﹤0.01% | 945 |
|