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Oliver Lagore Vanvalin Investment Group’s C3.ai AI Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$1.05K Buy
+50
New +$1.14K ﹤0.01% 587
2024
Q4 		$1.72K Buy
+50
New +$1.55K ﹤0.01% 591
2024
Q3 		– Hold
0
– – – 683

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Geode Capital Management
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Citadel Advisors
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Mirae Asset Global ETFs Holdings
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Morgan Stanley
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Goldman Sachs
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Oliver Lagore Vanvalin Investment Group's AI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in C3.ai (AI) in Q2 2025: 50 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AI in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.72K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 50 shares of C3.ai worth $1.05K as of Q2 2025.
  • C3.ai was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • C3.ai made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #587 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in C3.ai in Q4 2024 and has held it in 2 quarters since.
  • Oliver Lagore Vanvalin Investment Group's C3.ai position peaked at $1.72K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.