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Prospera Financial Services’s C3.ai AI Stock Holding History

Prospera Financial Services’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
-6,036
Closed -$208K – 1170
2024
Q4 		$208K Buy
+6,036
New +$187K ﹤0.01% 1074
2023
Q3 		– Sell
-16,861
Closed -$614K – 1008
2023
Q2 		$614K Buy
16,861
+7,806
+86% +$220K 0.02% 552
2023
Q1 		$304K Buy
+9,055
New +$185K 0.01% 779
2022
Q3 		– Sell
-2,294
Closed -$42K – 849
2022
Q2 		$42K Sell
2,294
-170
-7% -$3.13K ﹤0.01% 1066
2022
Q1 		$56K Buy
+2,464
New +$59.3K ﹤0.01% 1319

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

Prospera Financial Services's AI Position: Q1 2025 in Review

Prospera Financial Services sold out of C3.ai (AI) in Q1 2025, closing a stake of 6,036 shares — an estimated $208K sold.

Prospera Financial Services first reported a position in AI in Q1 2022 and held it in 5 quarters. The position peaked at $614K in Q2 2023. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

  • Prospera Financial Services reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
  • Prospera Financial Services sold 6,036 C3.ai shares in Q1 2025, an estimated $208K.
  • Prospera Financial Services first reported a position in C3.ai in Q1 2022 and held it in 5 quarters.
  • Prospera Financial Services's C3.ai position peaked at $614K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on Prospera Financial Services's 13F filing for Q1 2025, filed 15 May 2025.