Lido Advisors’s C3.ai AI Stock Holding History

Lido Advisors’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	-9,000	Closed	-$1.25M	–	836
2020 Q4	$1.25M	Buy	+9,000	New	+$1.21M	0.03%	277

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

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Lido Advisors's AI Position: Q1 2021 in Review

Lido Advisors sold out of C3.ai (AI) in Q1 2021, closing a stake of 9,000 shares — an estimated $1.25M sold.

Lido Advisors first reported a position in AI in Q4 2020 and held it in 1 quarter. The position peaked at $1.25M in Q4 2020. 201 funds tracked by Wall St. Rank hold AI as of Q1 2021.

Lido Advisors reported no remaining C3.ai position as of Q1 2021 after selling out during the quarter.
Lido Advisors sold 9,000 C3.ai shares in Q1 2021, an estimated $1.25M.
Lido Advisors first reported a position in C3.ai in Q4 2020 and held it in 1 quarter.
Lido Advisors's C3.ai position peaked at $1.25M in Q4 2020.
201 funds tracked by Wall St. Rank held C3.ai as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.