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Kaizen Financial Strategies’s C3.ai AI Stock Holding History

Kaizen Financial Strategies’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
-7,033
Closed -$242K – 140
2024
Q4 		$242K Buy
+7,033
New +$218K 0.14% 111
2024
Q3 		– Sell
-7,990
Closed -$212K – 138
2024
Q2 		$212K Buy
+7,990
New +$205K 0.13% 122

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
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

Kaizen Financial Strategies's AI Position: Q1 2025 in Review

Kaizen Financial Strategies sold out of C3.ai (AI) in Q1 2025, closing a stake of 7,033 shares — an estimated $242K sold.

Kaizen Financial Strategies first reported a position in AI in Q2 2024 and held it in 2 quarters. The position peaked at $242K in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Kaizen Financial Strategies reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Kaizen Financial Strategies sold 7,033 C3.ai shares in Q1 2025, an estimated $242K.
  • Kaizen Financial Strategies first reported a position in C3.ai in Q2 2024 and held it in 2 quarters.
  • Kaizen Financial Strategies's C3.ai position peaked at $242K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Kaizen Financial Strategies's 13F filing for Q1 2025, filed 9 Apr 2025.