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Legacy Capital Group California’s C3.ai AI Stock Holding History

Legacy Capital Group California’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
Q1 		– Sell
-32,234
Closed -$925K – 301
2023
Q4 		$925K Sell
32,234
-11,316
-26% -$311K 0.36% 72
2023
Q3 		$1.11M Buy
43,550
+437
+1% +$14.6K 0.48% 38
2023
Q2 		$1.57M Buy
+43,113
New +$1.21M 0.65% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Legacy Capital Group California's AI Position: Q1 2024 in Review

Legacy Capital Group California sold out of C3.ai (AI) in Q1 2024, closing a stake of 32,234 shares — an estimated $925K sold.

Legacy Capital Group California first reported a position in AI in Q2 2023 and held it in 3 quarters. The position peaked at $1.57M in Q2 2023. 309 funds tracked by Wall St. Rank hold AI as of Q1 2024.

  • Legacy Capital Group California reported no remaining C3.ai position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 32,234 C3.ai shares in Q1 2024, an estimated $925K.
  • Legacy Capital Group California first reported a position in C3.ai in Q2 2023 and held it in 3 quarters.
  • Legacy Capital Group California's C3.ai position peaked at $1.57M in Q2 2023.
  • 309 funds tracked by Wall St. Rank held C3.ai as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.