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Avantax Advisory Services’s C3.ai AI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$256K Buy
+10,409
New +$238K ﹤0.01% 2035
2025
Q1 		– Sell
-20,298
Closed -$699K – 2232
2024
Q4 		$699K Sell
20,298
-3,860
-16% -$120K ﹤0.01% 1237
2024
Q3 		$585K Buy
24,158
+12,591
+109% +$320K ﹤0.01% 1315
2024
Q2 		$335K Sell
11,567
-526
-4% -$13.5K ﹤0.01% 1620
2024
Q1 		$327K Buy
12,093
+234
+2% +$6.57K ﹤0.01% 1251
2023
Q4 		$340K Buy
11,859
+1,401
+13% +$38.5K ﹤0.01% 1172
2023
Q3 		$267K Buy
+10,458
New +$349K ﹤0.01% 1264

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avantax Advisory Services's AI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in C3.ai (AI) in Q2 2025: 10,409 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #2035 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in AI as recently as Q4 2024.

Avantax Advisory Services first reported a position in AI in Q3 2023 and has held it in 7 quarters since. The position peaked at $699K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Avantax Advisory Services held 10,409 shares of C3.ai worth $256K as of Q2 2025.
  • C3.ai was a new Avantax Advisory Services position in Q2 2025.
  • C3.ai made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2035 holding.
  • Avantax Advisory Services first reported a position in C3.ai in Q3 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's C3.ai position peaked at $699K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.