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WR Wealth Planners’s FTAI Aviation FTAI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$21.6K Hold
150
– – 0.01% 448
2024
Q3 		$19.9K Buy
+150
New +$17K 0.01% 483

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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WSIB
Washington State Investment Board Olympia, Washington $251M AUM 107.59% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

WR Wealth Planners's FTAI Position: Q4 2024 in Review

WR Wealth Planners held its FTAI Aviation (FTAI) position steady in Q4 2024 at 150 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #448.

WR Wealth Planners first reported a position in FTAI in Q3 2024 and has held it in 2 quarters since. 455 funds tracked by Wall St. Rank hold FTAI as of Q4 2024.

  • WR Wealth Planners held 150 shares of FTAI Aviation worth $21.6K as of Q4 2024.
  • WR Wealth Planners left its FTAI Aviation share count unchanged in Q4 2024.
  • FTAI Aviation made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #448 holding.
  • WR Wealth Planners first reported a position in FTAI Aviation in Q3 2024 and has held it in 2 quarters since.
  • 455 funds tracked by Wall St. Rank held FTAI Aviation as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.