SteelPeak Wealth’s C3.ai AI Stock Holding History

SteelPeak Wealth’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	-6,743	Closed	-$232K	–	582
2024 Q4	$232K	Buy	+6,743	New	+$209K	0.01%	465

Other funds holding AI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SteelPeak Wealth's AI Position: Q1 2025 in Review

SteelPeak Wealth sold out of C3.ai (AI) in Q1 2025, closing a stake of 6,743 shares — an estimated $232K sold.

SteelPeak Wealth first reported a position in AI in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 342 funds tracked by Wall St. Rank hold AI as of Q1 2025.

SteelPeak Wealth reported no remaining C3.ai position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 6,743 C3.ai shares in Q1 2025, an estimated $232K.
SteelPeak Wealth first reported a position in C3.ai in Q4 2024 and held it in 1 quarter.
SteelPeak Wealth's C3.ai position peaked at $232K in Q4 2024.
342 funds tracked by Wall St. Rank held C3.ai as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.