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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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Total Clarity Wealth Management's AI Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of C3.ai (AI) in Q3 2025, closing a stake of 13,886 shares — an estimated $341K sold.

Total Clarity Wealth Management first reported a position in AI in Q1 2023 and held it in 6 quarters. The position peaked at $743K in Q4 2023. 329 funds tracked by Wall St. Rank hold AI as of Q3 2025.

  • Total Clarity Wealth Management reported no remaining C3.ai position as of Q3 2025 after selling out during the quarter.
  • Total Clarity Wealth Management sold 13,886 C3.ai shares in Q3 2025, an estimated $341K.
  • Total Clarity Wealth Management first reported a position in C3.ai in Q1 2023 and held it in 6 quarters.
  • Total Clarity Wealth Management's C3.ai position peaked at $743K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held C3.ai as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.