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Global Financial Private Client’s C3.ai AI Stock Holding History

Global Financial Private Client’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
-1
Closed -$34 – 1671
2024
Q4 		$34 Buy
+1
New +$31 ﹤0.01% 1620
2023
Q4 		– Sell
-750
Closed -$18.5K – 690
2023
Q3 		$18.5K Buy
+750
New +$25K 0.01% 378

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

Global Financial Private Client's AI Position: Q1 2025 in Review

Global Financial Private Client sold out of C3.ai (AI) in Q1 2025, closing a stake of 1 share — an estimated $34 sold.

Global Financial Private Client first reported a position in AI in Q3 2023 and held it in 2 quarters. The position peaked at $18.5K in Q3 2023. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Global Financial Private Client reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Global Financial Private Client sold 1 C3.ai share in Q1 2025, an estimated $34.
  • Global Financial Private Client first reported a position in C3.ai in Q3 2023 and held it in 2 quarters.
  • Global Financial Private Client's C3.ai position peaked at $18.5K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.