Phoenix Financial’s C3.ai AI Stock Holding History

Phoenix Financial’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 Q1	–	Sell	-35,077	Closed	-$5.13M	–	397
2020 Q4	$5.13M	Buy	+35,077	New	+$4.71M	0.14%	136

Other funds holding AI

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

BHH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

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

IVM

InterWest Venture Management San Francisco, California $20.6M AUM 48.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Phoenix Financial's AI Position: Q1 2021 in Review

Phoenix Financial sold out of C3.ai (AI) in Q1 2021, closing a stake of 35,077 shares — an estimated $5.13M sold.

Phoenix Financial first reported a position in AI in Q4 2020 and held it in 1 quarter. The position peaked at $5.13M in Q4 2020. 202 funds tracked by Wall St. Rank hold AI as of Q1 2021.

Phoenix Financial reported no remaining C3.ai position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 35,077 C3.ai shares in Q1 2021, an estimated $5.13M.
Phoenix Financial first reported a position in C3.ai in Q4 2020 and held it in 1 quarter.
Phoenix Financial's C3.ai position peaked at $5.13M in Q4 2020.
202 funds tracked by Wall St. Rank held C3.ai as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.