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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 $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valley Wealth Managers's AI Position: Q4 2024 in Review

Valley Wealth Managers sold out of C3.ai (AI) in Q4 2024, closing a stake of 50 shares — an estimated $1.21K sold.

Valley Wealth Managers first reported a position in AI in Q2 2023 and held it in 6 quarters. The position peaked at $1.82K in Q2 2023. 375 funds tracked by Wall St. Rank hold AI as of Q4 2024.

  • Valley Wealth Managers reported no remaining C3.ai position as of Q4 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 50 C3.ai shares in Q4 2024, an estimated $1.21K.
  • Valley Wealth Managers first reported a position in C3.ai in Q2 2023 and held it in 6 quarters.
  • Valley Wealth Managers's C3.ai position peaked at $1.82K in Q2 2023.
  • 375 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on Valley Wealth Managers's 13F filing for Q4 2024, filed 31 Jan 2025.