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

WMG 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 Q1	–	Sell	-7,150	Closed	-$224K	–	173
2021 Q4	$224K	Buy	+7,150	New	+$290K	0.17%	152

Other funds holding AI

BHH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

WMG Financial Advisors's AI Position: Q1 2022 in Review

WMG Financial Advisors sold out of C3.ai (AI) in Q1 2022, closing a stake of 7,150 shares — an estimated $224K sold.

WMG Financial Advisors first reported a position in AI in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 229 funds tracked by Wall St. Rank hold AI as of Q1 2022.

WMG Financial Advisors reported no remaining C3.ai position as of Q1 2022 after selling out during the quarter.
WMG Financial Advisors sold 7,150 C3.ai shares in Q1 2022, an estimated $224K.
WMG Financial Advisors first reported a position in C3.ai in Q4 2021 and held it in 1 quarter.
WMG Financial Advisors's C3.ai position peaked at $224K in Q4 2021.
229 funds tracked by Wall St. Rank held C3.ai as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.