WR Wealth Planners’s C3.ai AI Stock Holding History

WR Wealth Planners’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	$516	Hold	15	–	–	﹤0.01%	985
2024 Q3	$363	Hold	15	–	–	﹤0.01%	1067
2024 Q2	$434	Buy	+15	New	+$385	﹤0.01%	1030

Other funds holding AI

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

WR Wealth Planners's AI Position: Q4 2024 in Review

WR Wealth Planners held its C3.ai (AI) position steady in Q4 2024 at 15 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #985.

WR Wealth Planners first reported a position in AI in Q2 2024 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold AI as of Q4 2024.

WR Wealth Planners held 15 shares of C3.ai worth $516 as of Q4 2024.
WR Wealth Planners left its C3.ai share count unchanged in Q4 2024.
C3.ai made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #985 holding.
WR Wealth Planners first reported a position in C3.ai in Q2 2024 and has held it in 3 quarters since.
374 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.