Beacon Pointe Advisors’s C3.ai AI Stock Holding History

Beacon Pointe Advisors’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	–	Sell	-25,546	Closed	-$538K	–	1251
2025 Q1	$538K	Buy	25,546 +586	+2%	+$16.6K	0.01%	828
2024 Q4	$859K	Buy	24,960 +781	+3%	+$24.2K	0.01%	681
2024 Q3	$586K	Buy	24,179 +245	+1%	+$6.23K	0.01%	793
2024 Q2	$693K	Buy	23,934 +5,225	+28%	+$134K	0.01%	756
2024 Q1	$506K	Buy	18,709 +3,449	+23%	+$96.8K	0.01%	912
2023 Q4	$438K	Buy	+15,260	New	+$420K	0.01%	944

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

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

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

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