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Castleview Partners’s C3.ai AI Stock Holding History

Castleview Partners’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
-700
Closed -$24.3K – 189
2024
Q4 		$24.3K Sell
700
-50
-7% -$1.55K 0.01% 441
2024
Q3 		$18.2K Sell
750
-25
-3% -$635 0.01% 456
2024
Q2 		$22.4K Hold
775
– – 0.01% 426
2024
Q1 		$21K Hold
775
– – 0.01% 462
2023
Q4 		$22.3K Hold
775
– – 0.02% 423
2023
Q3 		$19.8K Hold
775
– – 0.02% 364
2023
Q2 		$28.2K Hold
775
– – 0.03% 327
2023
Q1 		$26K Hold
775
– – 0.02% 318
2022
Q4 		$8.67K Hold
775
– – 0.01% 385
2022
Q3 		$10K Sell
775
-225
-23% -$4.04K 0.01% 375
2022
Q2 		$440 Buy
1,000
+225
+29% +$4.14K ﹤0.01% 728
2022
Q1 		$17K Buy
+775
New +$18.7K 0.01% 443
2021
Q2 		$86K Buy
+1,371
New +$85.2K 0.04% 318

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
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

Castleview Partners's AI Position: Q1 2025 in Review

Castleview Partners sold out of C3.ai (AI) in Q1 2025, closing a stake of 700 shares — an estimated $24.3K sold.

Castleview Partners first reported a position in AI in Q2 2021 and held it in 13 quarters. The position peaked at $86K in Q2 2021. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Castleview Partners reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 700 C3.ai shares in Q1 2025, an estimated $24.3K.
  • Castleview Partners first reported a position in C3.ai in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's C3.ai position peaked at $86K in Q2 2021.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.