Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
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
$77.3B AUM
36.07%
1-Year Est. Return
CS
Credit Suisse
Zurich, Switzerland
$104B AUM
34.76%
1-Year Est. Return
Tiger Global Management
New York
$22.8B AUM
30.07%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close