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Focus Financial Network’s C3.ai AI Stock Holding History

Focus Financial Network’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
2024
Q4 		– Sell
-45,293
Closed -$1.1M – 667
2024
Q3 		$1.1M Buy
45,293
+11,617
+34% +$295K 0.04% 265
2024
Q2 		$1.01M Sell
33,676
-3,437
-9% -$88.3K 0.04% 270
2024
Q1 		$775K Sell
37,113
-1,547
-4% -$43.4K 0.04% 294
2023
Q4 		$1.11M Sell
38,660
-29,340
-43% -$807K 0.04% 296
2023
Q3 		$1.74M Sell
68,000
-10,864
-14% -$363K 0.1% 160
2023
Q2 		$2.87M Buy
+78,864
New +$2.22M 0.16% 118

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Financial Network's AI Position: Q4 2024 in Review

Focus Financial Network sold out of C3.ai (AI) in Q4 2024, closing a stake of 45,293 shares — an estimated $1.1M sold.

Focus Financial Network first reported a position in AI in Q2 2023 and held it in 6 quarters. The position peaked at $2.87M in Q2 2023. 375 funds tracked by Wall St. Rank hold AI as of Q4 2024.

  • Focus Financial Network reported no remaining C3.ai position as of Q4 2024 after selling out during the quarter.
  • Focus Financial Network sold 45,293 C3.ai shares in Q4 2024, an estimated $1.1M.
  • Focus Financial Network first reported a position in C3.ai in Q2 2023 and held it in 6 quarters.
  • Focus Financial Network's C3.ai position peaked at $2.87M in Q2 2023.
  • 375 funds tracked by Wall St. Rank held C3.ai as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.