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Capital A Wealth Management’s C3.ai AI Stock Holding History

Capital A 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
Q2 		– Sell
-177
Closed -$3.73K – 426
2025
Q1 		$3.73K Hold
177
– – ﹤0.01% 410
2024
Q4 		$6.09K Buy
+177
New +$5.5K 0.01% 351

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 $96.1B AUM 40.06% 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 $1.61T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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

Capital A Wealth Management's AI Position: Q2 2025 in Review

Capital A Wealth Management sold out of C3.ai (AI) in Q2 2025, closing a stake of 177 shares — an estimated $3.73K sold.

Capital A Wealth Management first reported a position in AI in Q4 2024 and held it in 2 quarters. The position peaked at $6.09K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Capital A Wealth Management reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 177 C3.ai shares in Q2 2025, an estimated $3.73K.
  • Capital A Wealth Management first reported a position in C3.ai in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's C3.ai position peaked at $6.09K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.