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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

AI holding history

C3.ai, Inc. in every 13F filed by BDO Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overviewAll 13F holders of AIFull Q2 2023 holdings

Shares (Q2 2023)
2,417
Value
$88.1K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2021
Holdings of AI by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20232,417$88.1K<0.1%00.0%UnchangedHolders
Q1 20232,417$81.1K<0.1%+2,417NewHolders
Q4 20220$00.0%−30−100.0%Sold outHolders
Q3 202230$00.0%00.0%UnchangedHolders
Q2 202230$1.00K<0.1%00.0%UnchangedHolders
Q1 202230$1.00K<0.1%00.0%UnchangedHolders
Q4 202130$1.00K<0.1%−609−95.3%ReducedHolders
Q3 2021639$30.0K<0.1%−38−5.6%ReducedHolders
Q2 2021677$42.0K<0.1%−100−12.9%ReducedHolders
Q1 2021777$51.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.