RMR Wealth Builders’s C3.ai AI Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-105	Closed	-$7K	–	188
2021 Q1	$7K	Buy	+105	New	+$12.2K	﹤0.01%	625

Other funds holding AI

BHH

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

TGHSA

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

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

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

SCC

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

RMR Wealth Builders's AI Position: Q2 2021 in Review

RMR Wealth Builders sold out of C3.ai (AI) in Q2 2021, closing a stake of 105 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in AI in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 240 funds tracked by Wall St. Rank hold AI as of Q2 2021.

RMR Wealth Builders reported no remaining C3.ai position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 105 C3.ai shares in Q2 2021, an estimated $7K.
RMR Wealth Builders first reported a position in C3.ai in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's C3.ai position peaked at $7K in Q1 2021.
240 funds tracked by Wall St. Rank held C3.ai as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.