Kelly Financial Services’s C3.ai AI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-22
Closed -$630 – 132
2024
Q2
$630 Hold
22
– – ﹤0.01% 691
2024
Q1
$589 Hold
22
– – ﹤0.01% 708
2023
Q4
$625 Hold
22
– – ﹤0.01% 684
2023
Q3
$555 Hold
22
– – ﹤0.01% 674
2023
Q2
$793 Buy
+22
New +$620 ﹤0.01% 625

Other funds holding AI

Kelly Financial Services's AI Position: Q3 2024 in Review

Kelly Financial Services sold out of C3.ai (AI) in Q3 2024, closing a stake of 22 shares — an estimated $630 sold.

Kelly Financial Services first reported a position in AI in Q2 2023 and held it in 5 quarters. The position peaked at $793 in Q2 2023. 317 funds tracked by Wall St. Rank hold AI as of Q3 2024.

  • Kelly Financial Services reported no remaining C3.ai position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 22 C3.ai shares in Q3 2024, an estimated $630.
  • Kelly Financial Services first reported a position in C3.ai in Q2 2023 and held it in 5 quarters.
  • Kelly Financial Services's C3.ai position peaked at $793 in Q2 2023.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.