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Pathway Financial Advisers’s C3.ai AI Stock Holding History

Pathway Financial Advisers’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
-365
Closed -$12.6K – 168
2024
Q4 		$12.6K Sell
365
-8,479
-96% -$263K ﹤0.01% 343
2024
Q3 		$365 Buy
8,844
+8,504
+2,501% +$216K ﹤0.01% 391
2024
Q2 		$9.85K Sell
340
-1,050
-76% -$27K ﹤0.01% 343
2024
Q1 		$37.6K Hold
1,390
– – 0.01% 252
2023
Q4 		$39.9K Sell
1,390
-760
-35% -$20.9K 0.02% 241
2023
Q3 		$54.9K Buy
+2,150
New +$71.8K 0.02% 218

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 $3.37T AUM 44.26% 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

Pathway Financial Advisers's AI Position: Q1 2025 in Review

Pathway Financial Advisers sold out of C3.ai (AI) in Q1 2025, closing a stake of 365 shares — an estimated $12.6K sold.

Pathway Financial Advisers first reported a position in AI in Q3 2023 and held it in 6 quarters. The position peaked at $54.9K in Q3 2023. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Pathway Financial Advisers reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 365 C3.ai shares in Q1 2025, an estimated $12.6K.
  • Pathway Financial Advisers first reported a position in C3.ai in Q3 2023 and held it in 6 quarters.
  • Pathway Financial Advisers's C3.ai position peaked at $54.9K in Q3 2023.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.