CAS
AI icon

Coppell Advisory Solutions’s C3.ai AI Stock Holding History

Coppell Advisory Solutions’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
-123
Closed -$4.34K – 371
2024
Q4 		$4.34K Buy
123
+29
+31% +$900 ﹤0.01% 1358
2024
Q3 		$2.28K Sell
94
-108
-53% -$2.75K ﹤0.01% 1423
2024
Q2 		$5.85K Buy
+202
New +$5.19K ﹤0.01% 1161
2023
Q4 		$5.4K Buy
+188
New +$5.17K ﹤0.01% 1088

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

Coppell Advisory Solutions's AI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of C3.ai (AI) in Q1 2025, closing a stake of 123 shares — an estimated $4.34K sold.

Coppell Advisory Solutions first reported a position in AI in Q4 2023 and held it in 4 quarters. The position peaked at $5.85K in Q2 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 123 C3.ai shares in Q1 2025, an estimated $4.34K.
  • Coppell Advisory Solutions first reported a position in C3.ai in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's C3.ai position peaked at $5.85K in Q2 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.