Unique Wealth Strategies’s C3.ai AI Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-1,023	Closed	-$27.7K	–	215
2024 Q2	$27.7K	Buy	+1,023	New	+$26.3K	0.01%	260

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

BHH

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

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

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

Unique Wealth Strategies's AI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of C3.ai (AI) in Q3 2024, closing a stake of 1,023 shares — an estimated $27.7K sold.

Unique Wealth Strategies first reported a position in AI in Q2 2024 and held it in 1 quarter. The position peaked at $27.7K in Q2 2024. 316 funds tracked by Wall St. Rank hold AI as of Q3 2024.

Unique Wealth Strategies reported no remaining C3.ai position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 1,023 C3.ai shares in Q3 2024, an estimated $27.7K.
Unique Wealth Strategies first reported a position in C3.ai in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's C3.ai position peaked at $27.7K in Q2 2024.
316 funds tracked by Wall St. Rank held C3.ai as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.