Capital & Planning LLC’s C3.ai AI Stock Holding History

Capital & Planning LLC’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	-5	Closed	-$172	–	39
2024 Q4	$172	Buy	+5	New	+$155	﹤0.01%	188

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Capital & Planning LLC's AI Position: Q1 2025 in Review

Capital & Planning LLC sold out of C3.ai (AI) in Q1 2025, closing a stake of 5 shares — an estimated $172 sold.

Capital & Planning LLC first reported a position in AI in Q4 2024 and held it in 1 quarter. The position peaked at $172 in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

Capital & Planning LLC reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 5 C3.ai shares in Q1 2025, an estimated $172.
Capital & Planning LLC first reported a position in C3.ai in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's C3.ai position peaked at $172 in Q4 2024.
342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.