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Baldwin Wealth Partners’s Fortrea Holdings FTRE Stock Holding History

Baldwin Wealth Partners’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$100 – 535
2024
Q3 		$100 Hold
5
– – ﹤0.01% 1069
2024
Q2 		$117 Hold
5
– – ﹤0.01% 767
2024
Q1 		$201 Hold
5
– – ﹤0.01% 684
2023
Q4 		$175 Hold
5
– – ﹤0.01% 716
2023
Q3 		$143 Buy
+5
New +$148 ﹤0.01% 744

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SC
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BMO
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CM
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Baldwin Wealth Partners's FTRE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Fortrea Holdings (FTRE) in Q4 2024, closing a stake of 5 shares — an estimated $100 sold.

Baldwin Wealth Partners first reported a position in FTRE in Q3 2023 and held it in 5 quarters. The position peaked at $201 in Q1 2024. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Fortrea Holdings position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 5 Fortrea Holdings shares in Q4 2024, an estimated $100.
  • Baldwin Wealth Partners first reported a position in Fortrea Holdings in Q3 2023 and held it in 5 quarters.
  • Baldwin Wealth Partners's Fortrea Holdings position peaked at $201 in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.