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Pension & Wealth Management Advisors’s C3.ai AI Stock Holding History

Pension & Wealth Management 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
2023
Q1 		– Sell
-7,513
Closed -$84.1K – 321
2022
Q4 		$84.1K Buy
+7,513
New +$94.1K 0.07% 128

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Pension & Wealth Management Advisors's AI Position: Q1 2023 in Review

Pension & Wealth Management Advisors sold out of C3.ai (AI) in Q1 2023, closing a stake of 7,513 shares — an estimated $84.1K sold.

Pension & Wealth Management Advisors first reported a position in AI in Q4 2022 and held it in 1 quarter. The position peaked at $84.1K in Q4 2022. 304 funds tracked by Wall St. Rank hold AI as of Q1 2023.

  • Pension & Wealth Management Advisors reported no remaining C3.ai position as of Q1 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 7,513 C3.ai shares in Q1 2023, an estimated $84.1K.
  • Pension & Wealth Management Advisors first reported a position in C3.ai in Q4 2022 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's C3.ai position peaked at $84.1K in Q4 2022.
  • 304 funds tracked by Wall St. Rank held C3.ai as of Q1 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2023, filed 7 Aug 2026.