CWP
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CFM Wealth Partners’s FTAI Infrastructure FIP Stock Holding History

CFM Wealth Partners’s Portfolio FIP Stock Details FIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.5K Hold
12,241
– – 0.01% 143
2025
Q4 		$56.4K Hold
12,241
– – 0.01% 144
2025
Q3 		$53.4K Hold
12,241
– – 0.01% 147
2025
Q2 		$75.5K Sell
12,241
-293
-2% -$1.48K 0.01% 141
2025
Q1 		$56.8K Sell
12,534
-3,011
-19% -$18.8K 0.01% 139
2024
Q4 		$113K Buy
15,545
+743
+5% +$6.37K 0.02% 139
2024
Q3 		$139K Buy
14,802
+7
+0% +$65 0.02% 143
2024
Q2 		$128K Buy
14,795
+18
+0.1% +$137 0.02% 146
2024
Q1 		$92.8K Sell
14,777
-554
-4% -$2.57K 0.02% 153
2023
Q4 		$59.6K Buy
15,331
+19
+0.1% +$67 0.01% 160
2023
Q3 		$49.3K Sell
15,312
-89,922
-85% -$311K 0.01% 141
2023
Q2 		$388K Buy
105,234
+21
+0% +$68 0.09% 131
2023
Q1 		$316K Buy
105,213
+8,168
+8% +$24.8K 0.09% 126
2022
Q4 		$286K Buy
97,045
+21
+0% +$58 0.09% 133
2022
Q3 		$233K Buy
+97,024
New +$277K 0.07% 140

Other funds holding FIP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WSIB
Washington State Investment Board Olympia, Washington $251M AUM 107.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $2.28B AUM 7.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return