Legacy Financial Group (Iowa)’s C3.ai AI Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-250	Closed	-$6.38K	–	41
2023 Q3	$6.38K	Buy	+250	New	+$8.35K	﹤0.01%	364

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BHH

Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of C3.ai (AI) in Q4 2023, closing a stake of 250 shares — an estimated $6.38K sold.

Legacy Financial Group (Iowa) first reported a position in AI in Q3 2023 and held it in 1 quarter. The position peaked at $6.38K in Q3 2023. 314 funds tracked by Wall St. Rank hold AI as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining C3.ai position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 250 C3.ai shares in Q4 2023, an estimated $6.38K.
Legacy Financial Group (Iowa) first reported a position in C3.ai in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s C3.ai position peaked at $6.38K in Q3 2023.
314 funds tracked by Wall St. Rank held C3.ai as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.