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Nalls Sherbakoff Group’s C3.ai AI Stock Holding History

Nalls Sherbakoff Group’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 		$718 Sell
25
-25
-50% -$688 ﹤0.01% 407
2023
Q3 		$1.28K Hold
50
– – ﹤0.01% 381
2023
Q2 		$2K Hold
50
– – ﹤0.01% 360
2023
Q1 		$1.38K Buy
+50
New +$1.02K ﹤0.01% 415

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Coatue Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nalls Sherbakoff Group's AI Position: Q4 2023 in Review

Nalls Sherbakoff Group reduced its C3.ai (AI) stake by 50% in Q4 2023, selling an estimated $688 and leaving 25 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Nalls Sherbakoff Group first reported a position in AI in Q1 2023 and has held it in 4 quarters since. The position peaked at $2K in Q2 2023. 314 funds tracked by Wall St. Rank hold AI as of Q4 2023.

  • Nalls Sherbakoff Group held 25 shares of C3.ai worth $718 as of Q4 2023.
  • Nalls Sherbakoff Group sold 25 C3.ai shares in Q4 2023, an estimated $688.
  • C3.ai made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #407 holding.
  • Nalls Sherbakoff Group first reported a position in C3.ai in Q1 2023 and has held it in 4 quarters since.
  • Nalls Sherbakoff Group's C3.ai position peaked at $2K in Q2 2023.
  • 314 funds tracked by Wall St. Rank held C3.ai as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.