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Western Wealth Management’s C3.ai AI Stock Holding History

Western 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
Q2 		– Sell
-20,877
Closed -$439K – 725
2025
Q1 		$439K Buy
20,877
+4,150
+25% +$118K 0.03% 428
2024
Q4 		$576K Sell
16,727
-645
-4% -$20K 0.03% 421
2024
Q3 		$421K Buy
17,372
+7,400
+74% +$188K 0.02% 507
2024
Q2 		$289K Buy
+9,972
New +$256K 0.02% 513

Other funds holding AI

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Western Wealth Management's AI Position: Q2 2025 in Review

Western Wealth Management sold out of C3.ai (AI) in Q2 2025, closing a stake of 20,877 shares — an estimated $439K sold.

Western Wealth Management first reported a position in AI in Q2 2024 and held it in 4 quarters. The position peaked at $576K in Q4 2024. 376 funds tracked by Wall St. Rank hold AI as of Q2 2025.

  • Western Wealth Management reported no remaining C3.ai position as of Q2 2025 after selling out during the quarter.
  • Western Wealth Management sold 20,877 C3.ai shares in Q2 2025, an estimated $439K.
  • Western Wealth Management first reported a position in C3.ai in Q2 2024 and held it in 4 quarters.
  • Western Wealth Management's C3.ai position peaked at $576K in Q4 2024.
  • 376 funds tracked by Wall St. Rank held C3.ai as of Q2 2025.

Based on Western Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.