Tyler-Stone Wealth Management’s C3.ai AI Stock Holding History

Tyler-Stone Wealth Management’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	–	Sell	-835	Closed	-$30K	–	900
2023 Q2	$30K	Buy	+835	New	+$23.5K	0.02%	415

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

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 New York $29.1B AUM 96.54% 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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

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

Tyler-Stone Wealth Management's AI Position: Q3 2023 in Review

Tyler-Stone Wealth Management sold out of C3.ai (AI) in Q3 2023, closing a stake of 835 shares — an estimated $30K sold.

Tyler-Stone Wealth Management first reported a position in AI in Q2 2023 and held it in 1 quarter. The position peaked at $30K in Q2 2023. 297 funds tracked by Wall St. Rank hold AI as of Q3 2023.

Tyler-Stone Wealth Management reported no remaining C3.ai position as of Q3 2023 after selling out during the quarter.
Tyler-Stone Wealth Management sold 835 C3.ai shares in Q3 2023, an estimated $30K.
Tyler-Stone Wealth Management first reported a position in C3.ai in Q2 2023 and held it in 1 quarter.
Tyler-Stone Wealth Management's C3.ai position peaked at $30K in Q2 2023.
297 funds tracked by Wall St. Rank held C3.ai as of Q3 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.