Iron Horse Wealth Management’s FTAI Infrastructure FIP Stock Holding History

Iron Horse Wealth Management’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
2024 Q4	–	Sell	-4	Closed	-$37	–	515
2024 Q3	$37	Hold	4	–	–	﹤0.01%	500
2024 Q2	$35	Hold	4	–	–	﹤0.01%	480
2024 Q1	$25	Hold	4	–	–	﹤0.01%	465
2023 Q4	$16	Hold	4	–	–	﹤0.01%	496
2023 Q3	$13	Hold	4	–	–	﹤0.01%	504
2023 Q2	$15	Hold	4	–	–	﹤0.01%	316
2023 Q1	$12	Hold	4	–	–	﹤0.01%	355
2022 Q4	$0	Hold	4	–	–	﹤0.01%	249
2022 Q3	$0	Buy	+4	New	+$11	﹤0.01%	192

Other funds holding FIP

WSIB

Washington State Investment Board Olympia, Washington $268M AUM 96.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $496M AUM 39.04% 1-Year Est. Return

AACA

American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Iron Horse Wealth Management's FIP Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of FTAI Infrastructure (FIP) in Q4 2024, closing a stake of 4 shares — an estimated $37 sold.

Iron Horse Wealth Management first reported a position in FIP in Q3 2022 and held it in 9 quarters. The position peaked at $37 in Q3 2024. 174 funds tracked by Wall St. Rank hold FIP as of Q4 2024.

Iron Horse Wealth Management reported no remaining FTAI Infrastructure position as of Q4 2024 after selling out during the quarter.
Iron Horse Wealth Management sold 4 FTAI Infrastructure shares in Q4 2024, an estimated $37.
Iron Horse Wealth Management first reported a position in FTAI Infrastructure in Q3 2022 and held it in 9 quarters.
Iron Horse Wealth Management's FTAI Infrastructure position peaked at $37 in Q3 2024.
174 funds tracked by Wall St. Rank held FTAI Infrastructure as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.