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Valley Wealth Managers’s C3.ai AI Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-50
Closed -$1.21K – 404
2024
Q3 		$1.21K Hold
50
– – ﹤0.01% 363
2024
Q2 		$1.45K Hold
50
– – ﹤0.01% 345
2024
Q1 		$1.35K Hold
50
– – ﹤0.01% 284
2023
Q4 		$1.44K Hold
50
– – ﹤0.01% 301
2023
Q3 		$1.28K Hold
50
– – ﹤0.01% 334
2023
Q2 		$1.82K Buy
+50
New +$1.41K ﹤0.01% 304

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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return