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

Bullock 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
-70
Closed -$2.41K – 579
2024
Q4 		$2.41K Sell
70
-190
-73% -$5.9K ﹤0.01% 494
2024
Q3 		$5.88K Hold
260
– – ﹤0.01% 423
2024
Q2 		$7.44K Hold
260
– – ﹤0.01% 380
2024
Q1 		$6.86K Buy
+260
New +$7.3K ﹤0.01% 389

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

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

Bullock Wealth Management sold out of C3.ai (AI) in Q1 2025, closing a stake of 70 shares — an estimated $2.41K sold.

Bullock Wealth Management first reported a position in AI in Q1 2024 and held it in 4 quarters. The position peaked at $7.44K in Q2 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Bullock Wealth Management reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 70 C3.ai shares in Q1 2025, an estimated $2.41K.
  • Bullock Wealth Management first reported a position in C3.ai in Q1 2024 and held it in 4 quarters.
  • Bullock Wealth Management's C3.ai position peaked at $7.44K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Bullock Wealth Management's 13F filing for Q1 2025, filed 24 Sep 2026.