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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 $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

EP Wealth Advisors's AI Position: Q1 2025 in Review

EP Wealth Advisors sold out of C3.ai (AI) in Q1 2025, closing a stake of 10,239 shares — an estimated $353K sold.

EP Wealth Advisors first reported a position in AI in Q1 2023 and held it in 8 quarters. The position peaked at $353K in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • EP Wealth Advisors reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 10,239 C3.ai shares in Q1 2025, an estimated $353K.
  • EP Wealth Advisors first reported a position in C3.ai in Q1 2023 and held it in 8 quarters.
  • EP Wealth Advisors's C3.ai position peaked at $353K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.