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Center for Financial Planning’s Montana Technologies Corp AIRJ Stock Holding History

Center for Financial Planning’s Portfolio AIRJ Stock Details AIRJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,125
Closed -$8.96K – 747
2024
Q4 		$8.96K Buy
+1,125
New +$8.19K ﹤0.01% 436

Other funds holding AIRJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Center for Financial Planning's AIRJ Position: Q1 2025 in Review

Center for Financial Planning sold out of Montana Technologies Corp (AIRJ) in Q1 2025, closing a stake of 1,125 shares — an estimated $8.96K sold.

Center for Financial Planning first reported a position in AIRJ in Q4 2024 and held it in 1 quarter. The position peaked at $8.96K in Q4 2024. 29 funds tracked by Wall St. Rank hold AIRJ as of Q1 2025.

  • Center for Financial Planning reported no remaining Montana Technologies Corp position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1,125 Montana Technologies Corp shares in Q1 2025, an estimated $8.96K.
  • Center for Financial Planning first reported a position in Montana Technologies Corp in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's Montana Technologies Corp position peaked at $8.96K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held Montana Technologies Corp as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.