NFG
AI icon

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

Next 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
2021
Q4 		$22K Sell
698
-194
-22% -$7.86K ﹤0.01% 1836
2021
Q3 		$41K Buy
892
+300
+51% +$15.3K ﹤0.01% 1492
2021
Q2 		$37K Buy
592
+300
+103% +$18.6K ﹤0.01% 1502
2021
Q1 		$19K Buy
292
+108
+59% +$12.6K ﹤0.01% 1645
2020
Q4 		$26K Buy
+184
New +$24.7K ﹤0.01% 1429

Other funds holding AI

BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Financial Group's AI Position: Q4 2021 in Review

Next Financial Group reduced its C3.ai (AI) stake by 22% in Q4 2021, selling an estimated $7.86K and leaving 698 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Next Financial Group first reported a position in AI in Q4 2020 and has held it in 5 quarters since. The position peaked at $41K in Q3 2021. 252 funds tracked by Wall St. Rank hold AI as of Q4 2021.

  • Next Financial Group held 698 shares of C3.ai worth $22K as of Q4 2021.
  • Next Financial Group sold 194 C3.ai shares in Q4 2021, an estimated $7.86K.
  • C3.ai made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1836 holding.
  • Next Financial Group first reported a position in C3.ai in Q4 2020 and has held it in 5 quarters since.
  • Next Financial Group's C3.ai position peaked at $41K in Q3 2021.
  • 252 funds tracked by Wall St. Rank held C3.ai as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.