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Benjamin Edwards Inc’s C3.ai AI Stock Holding History

Benjamin Edwards Inc’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
-27,035
Closed -$931K – 1079
2024
Q4 		$931K Buy
27,035
+10,558
+64% +$328K 0.01% 631
2024
Q3 		$399K Sell
16,477
-1,527
-8% -$38.8K 0.01% 874
2024
Q2 		$521K Sell
18,004
-4,260
-19% -$109K 0.1% 209
2024
Q1 		$603K Sell
22,264
-546
-2% -$15.3K 0.12% 194
2023
Q4 		$655K Buy
22,810
+3,251
+17% +$89.4K 0.14% 165
2023
Q3 		$499K Buy
19,559
+9,600
+96% +$320K 0.12% 183
2023
Q2 		$363K Sell
9,959
-5,145
-34% -$145K 0.08% 204
2023
Q1 		$507K Buy
15,104
+14,065
+1,354% +$288K 0.12% 176
2022
Q4 		$12K Sell
1,039
-3,680
-78% -$46.1K ﹤0.01% 559
2022
Q3 		$59K Buy
4,719
+140
+3% +$2.51K 0.02% 403
2022
Q2 		$84K Buy
4,579
+2,807
+158% +$51.6K 0.02% 361
2022
Q1 		$40K Buy
+1,772
New +$42.7K 0.01% 471

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

Benjamin Edwards Inc's AI Position: Q1 2025 in Review

Benjamin Edwards Inc sold out of C3.ai (AI) in Q1 2025, closing a stake of 27,035 shares — an estimated $931K sold.

Benjamin Edwards Inc first reported a position in AI in Q1 2022 and held it in 12 quarters. The position peaked at $931K in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Benjamin Edwards Inc reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 27,035 C3.ai shares in Q1 2025, an estimated $931K.
  • Benjamin Edwards Inc first reported a position in C3.ai in Q1 2022 and held it in 12 quarters.
  • Benjamin Edwards Inc's C3.ai position peaked at $931K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Benjamin Edwards Inc's 13F filing for Q1 2025, filed 12 May 2025.