IWA
FTAI icon

IBEX Wealth Advisors’s FTAI Aviation FTAI Stock Holding History

IBEX Wealth Advisors’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
2025
Q1 		– Sell
-24,424
Closed -$3.52M – 153
2024
Q4 		$3.52M Buy
+24,424
New +$3.6M 0.41% 70

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

IBEX Wealth Advisors's FTAI Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of FTAI Aviation (FTAI) in Q1 2025, closing a stake of 24,424 shares — an estimated $3.52M sold.

IBEX Wealth Advisors first reported a position in FTAI in Q4 2024 and held it in 1 quarter. The position peaked at $3.52M in Q4 2024. 417 funds tracked by Wall St. Rank hold FTAI as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining FTAI Aviation position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 24,424 FTAI Aviation shares in Q1 2025, an estimated $3.52M.
  • IBEX Wealth Advisors first reported a position in FTAI Aviation in Q4 2024 and held it in 1 quarter.
  • IBEX Wealth Advisors's FTAI Aviation position peaked at $3.52M in Q4 2024.
  • 417 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.