CI Investments Inc
FTRE icon

CI Investments Inc’s Fortrea Holdings FTRE Stock Holding History

CI Investments Inc’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
Q3 		– Sell
-3,994
Closed -$93K – 1283
2024
Q2 		$93K Sell
3,994
-35
-0.9% -$1.09K ﹤0.01% 834
2024
Q1 		$162K Hold
4,029
– – ﹤0.01% 762
2023
Q4 		$141K Sell
4,029
-1,456
-27% -$44.5K ﹤0.01% 761
2023
Q3 		$157K Sell
5,485
-1,951
-26% -$57.7K ﹤0.01% 709
2023
Q2 		$260K Buy
+7,436
New +$248K ﹤0.01% 590

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SV
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SC
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

CI Investments Inc's FTRE Position: Q3 2024 in Review

CI Investments Inc sold out of Fortrea Holdings (FTRE) in Q3 2024, closing a stake of 3,994 shares — an estimated $93K sold.

CI Investments Inc first reported a position in FTRE in Q2 2023 and held it in 5 quarters. The position peaked at $260K in Q2 2023. 352 funds tracked by Wall St. Rank hold FTRE as of Q3 2024.

  • CI Investments Inc reported no remaining Fortrea Holdings position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 3,994 Fortrea Holdings shares in Q3 2024, an estimated $93K.
  • CI Investments Inc first reported a position in Fortrea Holdings in Q2 2023 and held it in 5 quarters.
  • CI Investments Inc's Fortrea Holdings position peaked at $260K in Q2 2023.
  • 352 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.