Strategic Planning Group’s C3.ai AI Stock Holding History

Strategic Planning Group’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 Q2	–	Sell	-43,001	Closed	-$1.16M	–	77
2024 Q1	$1.16M	Buy	43,001 +10,264	+31%	+$288K	0.29%	89
2023 Q4	$940K	Buy	+32,737	New	+$901K	0.31%	89

Other funds holding AI

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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BHH

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Strategic Planning Group's AI Position: Q2 2024 in Review

Strategic Planning Group sold out of C3.ai (AI) in Q2 2024, closing a stake of 43,001 shares — an estimated $1.16M sold.

Strategic Planning Group first reported a position in AI in Q4 2023 and held it in 2 quarters. The position peaked at $1.16M in Q1 2024. 338 funds tracked by Wall St. Rank hold AI as of Q2 2024.

Strategic Planning Group reported no remaining C3.ai position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 43,001 C3.ai shares in Q2 2024, an estimated $1.16M.
Strategic Planning Group first reported a position in C3.ai in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's C3.ai position peaked at $1.16M in Q1 2024.
338 funds tracked by Wall St. Rank held C3.ai as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.