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Cerro Pacific Wealth Advisors LLC → AI
Cerro Pacific Wealth Advisors LLC AI Position History
C3.ai, Inc. • Technology
Quarters held
5
Latest value
$117K
Q3 2026
Peak value
$208K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q4 2025 | $143K |
| Q1 2026 | $89K |
| Q2 2026 | $97K |
| Q3 2026 | $117K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $117K | 10.6K | — | — |
| Q2 2026 | $97K | 10.6K | — | — |
| Q1 2026 | $89K | 10.6K | — | — |
| Q4 2025 | $143K | 10.6K | — | — |
| Q3 2025 | $208K | 12.0K | — | — |
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