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TD Private Client Wealth’s C3.ai AI Stock Holding History

TD Private Client 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
Q4 		– Sell
-95
Closed -$1.65K – 1635
2025
Q3 		$1.65K Buy
95
+62
+188% +$1.29K ﹤0.01% 1267
2025
Q2 		$811 Sell
33
-52
-61% -$1.19K ﹤0.01% 1311
2025
Q1 		$1.79K Buy
+85
New +$2.41K ﹤0.01% 1206
2022
Q1 		– Sell
-19
Closed -$594 – 1269
2021
Q4 		$594 Buy
+19
New +$769 ﹤0.01% 1116

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TD Private Client Wealth's AI Position: Q4 2025 in Review

TD Private Client Wealth sold out of C3.ai (AI) in Q4 2025, closing a stake of 95 shares — an estimated $1.65K sold.

TD Private Client Wealth first reported a position in AI in Q4 2021 and held it in 4 quarters. The position peaked at $1.79K in Q1 2025. 343 funds tracked by Wall St. Rank hold AI as of Q4 2025.

  • TD Private Client Wealth reported no remaining C3.ai position as of Q4 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 95 C3.ai shares in Q4 2025, an estimated $1.65K.
  • TD Private Client Wealth first reported a position in C3.ai in Q4 2021 and held it in 4 quarters.
  • TD Private Client Wealth's C3.ai position peaked at $1.79K in Q1 2025.
  • 343 funds tracked by Wall St. Rank held C3.ai as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.