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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$14K – 175
2020
Q4 		$14K Buy
+100
New +$14K ﹤0.01% 509