NWWA
CHAI

New Wave Wealth Advisors’s Core AI Holdings Inc CHAI Stock Holding History

New Wave Wealth Advisors’s Portfolio CHAI Stock Details CHAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$30 – 612
2024
Q4 		$30 Buy
+1
New +$38 ﹤0.01% 705

Other funds holding CHAI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
SSG
Summit Securities Group New York $810M AUM 27.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

New Wave Wealth Advisors's CHAI Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Core AI Holdings Inc (CHAI) in Q1 2025, closing a stake of 1 share — an estimated $30 sold.

New Wave Wealth Advisors first reported a position in CHAI in Q4 2024 and held it in 1 quarter. The position peaked at $30 in Q4 2024. 4 funds tracked by Wall St. Rank hold CHAI as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Core AI Holdings Inc position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1 Core AI Holdings Inc share in Q1 2025, an estimated $30.
  • New Wave Wealth Advisors first reported a position in Core AI Holdings Inc in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Core AI Holdings Inc position peaked at $30 in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.