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Money Concepts Capital’s C3.ai AI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-700
Closed -$7.83K – 520
2022
Q4 		$7.83K Buy
700
+690
+6,900% +$8.64K ﹤0.01% 2139
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1541
2022
Q2 		$0 Sell
10
-200
-95% -$3.68K ﹤0.01% 1461
2022
Q1 		$5K Buy
+210
New +$5.06K ﹤0.01% 2178

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Money Concepts Capital's AI Position: Q1 2023 in Review

Money Concepts Capital sold out of C3.ai (AI) in Q1 2023, closing a stake of 700 shares — an estimated $7.83K sold.

Money Concepts Capital first reported a position in AI in Q1 2022 and held it in 4 quarters. The position peaked at $7.83K in Q4 2022. 304 funds tracked by Wall St. Rank hold AI as of Q1 2023.

  • Money Concepts Capital reported no remaining C3.ai position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 700 C3.ai shares in Q1 2023, an estimated $7.83K.
  • Money Concepts Capital first reported a position in C3.ai in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's C3.ai position peaked at $7.83K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held C3.ai as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.