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Plante Moran Financial Advisors’s C3.ai AI Stock Holding History

Plante Moran Financial 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
2025
Q3 		– Sell
-40
Closed -$983 – 790
2025
Q2 		$983 Hold
40
– – ﹤0.01% 699
2025
Q1 		$842 Hold
40
– – ﹤0.01% 731
2024
Q4 		$1.38K Hold
40
– – ﹤0.01% 803
2024
Q3 		$969 Hold
40
– – ﹤0.01% 783
2024
Q2 		$1.16K Hold
40
– – ﹤0.01% 721
2024
Q1 		$1.08K Hold
40
– – ﹤0.01% 784
2023
Q4 		$1.15K Buy
+40
New +$1.1K ﹤0.01% 752

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Northern Trust
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