TCWM
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Total Clarity Wealth Management’s C3.ai AI Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-13,886
Closed -$341K – 290
2025
Q2 		$341K Buy
+13,886
New +$317K 0.1% 207
2024
Q2 		– Sell
-25,346
Closed -$686K – 252
2024
Q1 		$686K Sell
25,346
-529
-2% -$14.9K 0.24% 114
2023
Q4 		$743K Buy
25,875
+5,755
+29% +$158K 0.3% 93
2023
Q3 		$513K Buy
20,120
+4,825
+32% +$161K 0.25% 108
2023
Q2 		$557K Sell
15,295
-3,514
-19% -$99K 0.28% 93
2023
Q1 		$631K Buy
+18,809
New +$385K 0.34% 71

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return