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Regent Peak Wealth Advisors’s C3.ai AI Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-100
Closed -$14K – 175
2020
Q4 		$14K Buy
+100
New +$13.4K ﹤0.01% 509

Other funds holding AI

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BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Regent Peak Wealth Advisors's AI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of C3.ai (AI) in Q1 2021, closing a stake of 100 shares — an estimated $14K sold.

Regent Peak Wealth Advisors first reported a position in AI in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 201 funds tracked by Wall St. Rank hold AI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining C3.ai position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 100 C3.ai shares in Q1 2021, an estimated $14K.
  • Regent Peak Wealth Advisors first reported a position in C3.ai in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's C3.ai position peaked at $14K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held C3.ai as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.