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EP Wealth Advisors’s C3.ai AI Stock Holding History

EP Wealth 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
Q1 		– Sell
-10,239
Closed -$353K – 1283
2024
Q4 		$353K Sell
10,239
-600
-6% -$18.6K ﹤0.01% 809
2024
Q3 		$263K Sell
10,839
-1
-0% -$25 ﹤0.01% 915
2024
Q2 		$314K Buy
10,840
+601
+6% +$15.4K ﹤0.01% 642
2024
Q1 		$277K Buy
10,239
+600
+6% +$16.8K ﹤0.01% 651
2023
Q4 		$277K Buy
9,639
+644
+7% +$17.7K ﹤0.01% 636
2023
Q3 		$230K Buy
8,995
+900
+11% +$30K ﹤0.01% 625
2023
Q2 		$332K Hold
8,095
– – ﹤0.01% 541
2023
Q1 		$272K Buy
+8,095
New +$166K ﹤0.01% 508

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