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Bogart Wealth LLC’s FTAI Aviation FTAI Stock Holding History

Bogart Wealth LLC’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.94K Buy
12
+4
+50% +$1.06K ﹤0.01% 1188
2025
Q4 		$1.57K Hold
8
– – ﹤0.01% 1222
2025
Q3 		$1.33K Buy
+8
New +$1.14K ﹤0.01% 1231
2025
Q2 		– Sell
-4
Closed -$444 – 1487
2025
Q1 		$444 Buy
+4
New +$473 ﹤0.01% 1318
2021
Q4 		– Sell
-97
Closed -$2K – 783
2021
Q3 		$2K Buy
97
+2
+2% +$48 ﹤0.01% 629
2021
Q2 		$3K Hold
95
– – ﹤0.01% 567
2021
Q1 		$2K Buy
95
+1
+1% +$22 ﹤0.01% 547
2020
Q4 		$1K Buy
+94
New +$1.57K ﹤0.01% 430

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BlackRock
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Fidelity Investments
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VCM
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return