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West Paces Advisors’s C3.ai AI Stock Holding History

West Paces Advisors’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
Q2 		– Sell
-50
Closed -$1.05K – 209
2025
Q1 		$1.05K Hold
50
– – ﹤0.01% 487
2024
Q4 		$1.72K Hold
50
– – ﹤0.01% 451
2024
Q3 		$1.21K Hold
50
– – ﹤0.01% 465
2024
Q2 		$1.45K Hold
50
– – ﹤0.01% 468
2024
Q1 		$1.35K Hold
50
– – ﹤0.01% 488
2023
Q4 		$1.44K Hold
50
– – ﹤0.01% 486
2023
Q3 		$1.28K Hold
50
– – ﹤0.01% 452
2023
Q2 		$1.82K Buy
+50
New +$1.41K ﹤0.01% 456

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VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return