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Moser Wealth Advisors’s C3.ai AI Stock Holding History

Moser Wealth 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
2024
Q4 		– Sell
-100
Closed -$2.42K – 137
2024
Q3 		$2.42K Hold
100
– – ﹤0.01% 131
2024
Q2 		$2.9K Hold
100
– – ﹤0.01% 139
2024
Q1 		$2.71K Hold
100
– – ﹤0.01% 139
2023
Q4 		$2.87K Hold
100
– – ﹤0.01% 132
2023
Q3 		$2.55K Buy
+100
New +$3.34K ﹤0.01% 125
2022
Q4 		– Sell
-55
Closed -$1K – 126
2022
Q3 		$1K Buy
+55
New +$987 ﹤0.01% 138

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moser Wealth Advisors's AI Position: Q4 2024 in Review

Moser Wealth Advisors sold out of C3.ai (AI) in Q4 2024, closing a stake of 100 shares — an estimated $2.42K sold.

Moser Wealth Advisors first reported a position in AI in Q3 2022 and held it in 6 quarters. The position peaked at $2.9K in Q2 2024. 375 funds tracked by Wall St. Rank hold AI as of Q4 2024.

  • Moser Wealth Advisors reported no remaining C3.ai position as of Q4 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 100 C3.ai shares in Q4 2024, an estimated $2.42K.
  • Moser Wealth Advisors first reported a position in C3.ai in Q3 2022 and held it in 6 quarters.
  • Moser Wealth Advisors's C3.ai position peaked at $2.9K in Q2 2024.
  • 375 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on Moser Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.