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Winch Advisory Services’s C3.ai AI Stock Holding History

Winch Advisory Services’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
-115
Closed -$3.33K – 460
2024
Q2 		$3.33K Hold
115
– – ﹤0.01% 344
2024
Q1 		$3.11K Hold
115
– – ﹤0.01% 346
2023
Q4 		$3.3K Hold
115
– – ﹤0.01% 330
2023
Q3 		$3K Hold
115
– – ﹤0.01% 324
2023
Q2 		$4K Hold
115
– – ﹤0.01% 309
2023
Q1 		$4K Buy
+115
New +$2.35K ﹤0.01% 306

Other funds holding AI

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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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Winch Advisory Services's AI Position: Q3 2024 in Review

Winch Advisory Services sold out of C3.ai (AI) in Q3 2024, closing a stake of 115 shares — an estimated $3.33K sold.

Winch Advisory Services first reported a position in AI in Q1 2023 and held it in 6 quarters. The position peaked at $4K in Q2 2023. 316 funds tracked by Wall St. Rank hold AI as of Q3 2024.

  • Winch Advisory Services reported no remaining C3.ai position as of Q3 2024 after selling out during the quarter.
  • Winch Advisory Services sold 115 C3.ai shares in Q3 2024, an estimated $3.33K.
  • Winch Advisory Services first reported a position in C3.ai in Q1 2023 and held it in 6 quarters.
  • Winch Advisory Services's C3.ai position peaked at $4K in Q2 2023.
  • 316 funds tracked by Wall St. Rank held C3.ai as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.