Principle Wealth Partners’s FTAI Aviation FTAI Stock Holding History

Principle Wealth Partners’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
2023 Q3	–	Sell	-10,889	Closed	-$345K	–	324
2023 Q2	$345K	Hold	10,889	–	–	0.03%	245
2023 Q1	$304K	Hold	10,889	–	–	0.03%	252
2022 Q4	$186K	Hold	10,889	–	–	0.02%	306
2022 Q3	$163	Sell	10,889 -1,862	-15%	-$32.1K	0.02%	289
2022 Q2	$211K	Hold	12,751	–	–	0.03%	290
2022 Q1	$280K	Buy	12,751 +105	+0.8%	+$2.33K	0.03%	274
2021 Q4	$312K	Buy	12,646 +181	+1%	+$3.96K	0.03%	257
2021 Q3	$270K	Buy	12,465 +1,563	+14%	+$37.4K	0.03%	261
2021 Q2	$312K	Buy	+10,902	New	+$275K	0.04%	250

Other funds holding FTAI

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

WSIB

Washington State Investment Board Olympia, Washington $251M AUM 107.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principle Wealth Partners's FTAI Position: Q3 2023 in Review

Principle Wealth Partners sold out of FTAI Aviation (FTAI) in Q3 2023, closing a stake of 10,889 shares — an estimated $345K sold.

Principle Wealth Partners first reported a position in FTAI in Q2 2021 and held it in 9 quarters. The position peaked at $345K in Q2 2023. 225 funds tracked by Wall St. Rank hold FTAI as of Q3 2023.

Principle Wealth Partners reported no remaining FTAI Aviation position as of Q3 2023 after selling out during the quarter.
Principle Wealth Partners sold 10,889 FTAI Aviation shares in Q3 2023, an estimated $345K.
Principle Wealth Partners first reported a position in FTAI Aviation in Q2 2021 and held it in 9 quarters.
Principle Wealth Partners's FTAI Aviation position peaked at $345K in Q2 2023.
225 funds tracked by Wall St. Rank held FTAI Aviation as of Q3 2023.

Based on Principle Wealth Partners's 13F filing for Q3 2023, filed 1 Nov 2023.