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Wipfli Financial Advisors’s C3.ai AI Stock Holding History

Wipfli Financial 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
2022
Q3 		$1K Buy
+100
New +$1.79K ﹤0.01% 2360

Other funds holding AI

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BHH
Baker Hughes Holdings Houston, Texas $47.6M AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's AI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in C3.ai (AI) in Q3 2022: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2360 among its holdings.

225 funds tracked by Wall St. Rank hold AI as of Q3 2022.

  • Wipfli Financial Advisors held 100 shares of C3.ai worth $1K as of Q3 2022.
  • C3.ai was a new Wipfli Financial Advisors position in Q3 2022.
  • C3.ai made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2360 holding.
  • 225 funds tracked by Wall St. Rank held C3.ai as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.