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Avior Wealth Management’s C3.ai AI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-50
Closed -$1.72K – 776
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 2140
2024
Q3 		$1.21K Buy
+50
New +$1.27K ﹤0.01% 2055
2024
Q2 		– Sell
-699
Closed -$18.9K – 2291
2024
Q1 		$18.9K Buy
+699
New +$19.6K ﹤0.01% 1634
2023
Q2 		– Sell
-25
Closed -$839 – 1563
2023
Q1 		$839 Sell
25
-10
-29% -$205 ﹤0.01% 1473
2022
Q4 		$391 Hold
35
– – ﹤0.01% 1189
2022
Q3 		$0 Hold
35
– – ﹤0.01% 1139
2022
Q2 		$0 Hold
35
– – ﹤0.01% 1049
2022
Q1 		$0 Hold
35
– – ﹤0.01% 1090
2021
Q4 		$1K Hold
35
– – ﹤0.01% 996
2021
Q3 		$1K Hold
35
– – ﹤0.01% 965
2021
Q2 		$2K Hold
35
– – ﹤0.01% 886
2021
Q1 		$2K Buy
+35
New +$4.07K ﹤0.01% 894

Other funds holding AI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's AI Position: Q1 2025 in Review

Avior Wealth Management sold out of C3.ai (AI) in Q1 2025, closing a stake of 50 shares — an estimated $1.72K sold.

Avior Wealth Management first reported a position in AI in Q1 2021 and held it in 12 quarters. The position peaked at $18.9K in Q1 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Avior Wealth Management reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 50 C3.ai shares in Q1 2025, an estimated $1.72K.
  • Avior Wealth Management first reported a position in C3.ai in Q1 2021 and held it in 12 quarters.
  • Avior Wealth Management's C3.ai position peaked at $18.9K in Q1 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.