Nations Financial Group’s C3.ai AI Stock Holding History

Nations Financial 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 Q3	–	Sell	-16,521	Closed	-$602K	–	617
2023 Q2	$602K	Buy	+16,521	New	+$465K	0.06%	341

Other funds holding AI

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

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

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

BHH

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 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

Nations Financial Group's AI Position: Q3 2023 in Review

Nations Financial Group sold out of C3.ai (AI) in Q3 2023, closing a stake of 16,521 shares — an estimated $602K sold.

Nations Financial Group first reported a position in AI in Q2 2023 and held it in 1 quarter. The position peaked at $602K in Q2 2023. 297 funds tracked by Wall St. Rank hold AI as of Q3 2023.

Nations Financial Group reported no remaining C3.ai position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 16,521 C3.ai shares in Q3 2023, an estimated $602K.
Nations Financial Group first reported a position in C3.ai in Q2 2023 and held it in 1 quarter.
Nations Financial Group's C3.ai position peaked at $602K in Q2 2023.
297 funds tracked by Wall St. Rank held C3.ai as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.