JPLA
AI icon

Joseph P. Lucia & Associates’s C3.ai AI Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q1 		– Sell
-20
Closed -$3K – 566
2020
Q4 		$3K Buy
+20
New +$2.68K ﹤0.01% 415

Other funds holding AI

TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IVM
InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Joseph P. Lucia & Associates's AI Position: Q1 2021 in Review

Joseph P. Lucia & Associates sold out of C3.ai (AI) in Q1 2021, closing a stake of 20 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in AI in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 202 funds tracked by Wall St. Rank hold AI as of Q1 2021.

  • Joseph P. Lucia & Associates reported no remaining C3.ai position as of Q1 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 20 C3.ai shares in Q1 2021, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in C3.ai in Q4 2020 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's C3.ai position peaked at $3K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held C3.ai as of Q1 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2021, filed 23 Apr 2021.