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Concurrent Investment Advisors’s C3.ai AI Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-10,641
Closed -$261K – 1500
2025
Q2 		$261K Sell
10,641
-3,838
-27% -$87.7K 0.01% 1131
2025
Q1 		$305K Buy
14,479
+1,726
+14% +$49K 0.01% 919
2024
Q4 		$439K Buy
+12,753
New +$396K 0.01% 710
2024
Q3 		– Sell
-8,071
Closed -$234K – 1093
2024
Q2 		$234K Buy
+8,071
New +$207K 0.01% 817

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concurrent Investment Advisors's AI Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of C3.ai (AI) in Q3 2025, closing a stake of 10,641 shares — an estimated $261K sold.

Concurrent Investment Advisors first reported a position in AI in Q2 2024 and held it in 4 quarters. The position peaked at $439K in Q4 2024. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,641 C3.ai shares in Q3 2025, an estimated $261K.
  • Concurrent Investment Advisors first reported a position in C3.ai in Q2 2024 and held it in 4 quarters.
  • Concurrent Investment Advisors's C3.ai position peaked at $439K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.