SFS
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Sowell Financial Services’s C3.ai AI Stock Holding History

Sowell Financial Services’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
-150
Closed -$8K – 569
2021
Q1 		$8K Buy
150
+140
+1,400% +$16.3K ﹤0.01% 2386
2020
Q4 		$1K Buy
+10
New +$1.34K ﹤0.01% 2535

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
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's AI Position: Q2 2021 in Review

Sowell Financial Services sold out of C3.ai (AI) in Q2 2021, closing a stake of 150 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in AI in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 240 funds tracked by Wall St. Rank hold AI as of Q2 2021.

  • Sowell Financial Services reported no remaining C3.ai position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 150 C3.ai shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in C3.ai in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's C3.ai position peaked at $8K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held C3.ai as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.