CIBC Private Wealth Group
FTRE icon

CIBC Private Wealth Group’s Fortrea Holdings FTRE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$44.6K Sell
2,584
-9,917
-79% -$123K ﹤0.01% 1835
2025
Q3 		$105K Hold
12,501
– – ﹤0.01% 1465
2025
Q2 		$61.8K Hold
12,501
– – ﹤0.01% 1580
2025
Q1 		$71.3K Sell
12,501
-13
-0.1% -$184 ﹤0.01% 1493
2024
Q4 		$230K Sell
12,514
-1
-0% -$19 ﹤0.01% 1101
2024
Q3 		$250K Sell
12,515
-347
-3% -$8.15K ﹤0.01% 1090
2024
Q2 		$298K Buy
12,862
+1,002
+8% +$31.1K ﹤0.01% 953
2024
Q1 		$475K Sell
11,860
-652
-5% -$22.6K ﹤0.01% 849
2023
Q4 		$437K Buy
12,512
+15
+0.1% +$459 ﹤0.01% 833
2023
Q3 		$357K Buy
+12,497
New +$370K ﹤0.01% 835

Other funds holding FTRE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return