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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
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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Beacon Pointe Advisors's AI Position: Q2 2025 in Review

Beacon Pointe Advisors sold out of C3.ai (AI) in Q2 2025, closing a stake of 25,546 shares — an estimated $538K sold.

Beacon Pointe Advisors first reported a position in AI in Q4 2023 and held it in 6 quarters. The position peaked at $859K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Beacon Pointe Advisors reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 25,546 C3.ai shares in Q2 2025, an estimated $538K.
  • Beacon Pointe Advisors first reported a position in C3.ai in Q4 2023 and held it in 6 quarters.
  • Beacon Pointe Advisors's C3.ai position peaked at $859K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Beacon Pointe Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.