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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 Sell
775
-42,068
-98% -$1.01M 0.01% 443
2021
Q4 		$1.37K Buy
+42,843
New +$1.73M 0.01% 343
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return