SBIA
AI icon

Sheaff Brock Investment Advisors’s C3.ai AI Stock Holding History

Sheaff Brock Investment 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
2024
Q3 		– Sell
-8,052
Closed -$233K – 458
2024
Q2 		$233K Buy
+8,052
New +$207K 0.02% 360

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sheaff Brock Investment Advisors's AI Position: Q3 2024 in Review

Sheaff Brock Investment Advisors sold out of C3.ai (AI) in Q3 2024, closing a stake of 8,052 shares — an estimated $233K sold.

Sheaff Brock Investment Advisors first reported a position in AI in Q2 2024 and held it in 1 quarter. The position peaked at $233K in Q2 2024. 316 funds tracked by Wall St. Rank hold AI as of Q3 2024.

  • Sheaff Brock Investment Advisors reported no remaining C3.ai position as of Q3 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 8,052 C3.ai shares in Q3 2024, an estimated $233K.
  • Sheaff Brock Investment Advisors first reported a position in C3.ai in Q2 2024 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's C3.ai position peaked at $233K in Q2 2024.
  • 316 funds tracked by Wall St. Rank held C3.ai as of Q3 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.