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

TCI 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 Q2	–	Sell	-48	Closed	-$1.61K	–	257
2023 Q1	$1.61K	Sell	48 -214	-82%	-$4.38K	﹤0.01%	2014
2022 Q4	$2.93K	Buy	+262	New	+$3.28K	﹤0.01%	1868
2022 Q3	–	Sell	-196	Closed	-$1K	–	2231
2022 Q2	$1K	Buy	196 +175	+833%	+$3.22K	﹤0.01%	2079
2022 Q1	$0	Sell	21 -215	-91%	-$5.18K	﹤0.01%	2202
2021 Q4	$7K	Buy	236 +186	+372%	+$7.53K	﹤0.01%	1394
2021 Q3	$2K	Buy	+50	New	+$2.54K	﹤0.01%	2088

Other funds holding AI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BHH

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCI Wealth Advisors's AI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of C3.ai (AI) in Q2 2023, closing a stake of 48 shares — an estimated $1.61K sold.

TCI Wealth Advisors first reported a position in AI in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 316 funds tracked by Wall St. Rank hold AI as of Q2 2023.

TCI Wealth Advisors reported no remaining C3.ai position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 48 C3.ai shares in Q2 2023, an estimated $1.61K.
TCI Wealth Advisors first reported a position in C3.ai in Q3 2021 and held it in 6 quarters.
TCI Wealth Advisors's C3.ai position peaked at $7K in Q4 2021.
316 funds tracked by Wall St. Rank held C3.ai as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.