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Sutton Wealth Advisors’s C3.ai AI Stock Holding History

Sutton Wealth 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
2023
Q3 		$3.19K Hold
125
– – ﹤0.01% 652
2023
Q2 		$4.55K Buy
125
+120
+2,400% +$3.38K ﹤0.01% 586
2023
Q1 		$168 Buy
+5
New +$102 ﹤0.01% 788
2021
Q4 		– Sell
-2
Closed -$93 – 1670
2021
Q3 		$93 Sell
2
-2
-50% -$102 ﹤0.01% 1309
2021
Q2 		$250 Hold
4
– – ﹤0.01% 1271
2021
Q1 		$264 Buy
+4
New +$465 ﹤0.01% 1241

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sutton Wealth Advisors's AI Position: Q3 2023 in Review

Sutton Wealth Advisors held its C3.ai (AI) position steady in Q3 2023 at 125 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Sutton Wealth Advisors first reported a position in AI in Q1 2021 and has held it in 6 quarters since. The position peaked at $4.55K in Q2 2023. 297 funds tracked by Wall St. Rank hold AI as of Q3 2023.

  • Sutton Wealth Advisors held 125 shares of C3.ai worth $3.19K as of Q3 2023.
  • Sutton Wealth Advisors left its C3.ai share count unchanged in Q3 2023.
  • C3.ai made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #652 holding.
  • Sutton Wealth Advisors first reported a position in C3.ai in Q1 2021 and has held it in 6 quarters since.
  • Sutton Wealth Advisors's C3.ai position peaked at $4.55K in Q2 2023.
  • 297 funds tracked by Wall St. Rank held C3.ai as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.