KWM
AI icon

Kingsview Wealth Management’s C3.ai AI Stock Holding History

Kingsview Wealth Management’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
Q3 		– Sell
-8,998
Closed -$221K – 1196
2025
Q2 		$221K Sell
8,998
-722
-7% -$16.5K ﹤0.01% 1069
2025
Q1 		$205K Buy
9,720
+57
+0.6% +$1.62K ﹤0.01% 1034
2024
Q4 		$333K Buy
9,663
+906
+10% +$28.1K 0.01% 858
2024
Q3 		$212K Buy
8,757
+1,532
+21% +$38.9K ﹤0.01% 1019
2024
Q2 		$209K Sell
7,225
-8,230
-53% -$211K ﹤0.01% 972
2024
Q1 		$418K Sell
15,455
-281
-2% -$7.89K 0.01% 716
2023
Q4 		$452K Buy
+15,736
New +$433K 0.01% 658
2023
Q3 		– Sell
-6,122
Closed -$223K – 928
2023
Q2 		$223K Sell
6,122
-791
-11% -$22.3K 0.01% 828
2023
Q1 		$232K Buy
+6,913
New +$142K 0.01% 791

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return