U.S. Capital Wealth Advisors’s C3.ai AI Stock Holding History

U.S. Capital 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 Q1	–	Sell	-100	Closed	-$1.12K	–	658
2022 Q4	$1.12K	Buy	+100	New	+$1.25K	﹤0.01%	1529

Other funds holding AI

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

BHH

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

U.S. Capital Wealth Advisors's AI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of C3.ai (AI) in Q1 2023, closing a stake of 100 shares — an estimated $1.12K sold.

U.S. Capital Wealth Advisors first reported a position in AI in Q4 2022 and held it in 1 quarter. The position peaked at $1.12K in Q4 2022. 304 funds tracked by Wall St. Rank hold AI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining C3.ai position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 100 C3.ai shares in Q1 2023, an estimated $1.12K.
U.S. Capital Wealth Advisors first reported a position in C3.ai in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's C3.ai position peaked at $1.12K in Q4 2022.
304 funds tracked by Wall St. Rank held C3.ai as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.