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Coppell Advisory Solutions’s Fortrea Holdings FTRE Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-442
Closed -$8.15K – 894
2024
Q4 		$8.15K Hold
442
– – ﹤0.01% 1182
2024
Q3 		$8.77K Hold
442
– – ﹤0.01% 1123
2024
Q2 		$10.3K Buy
+442
New +$13.7K ﹤0.01% 992
2023
Q4 		$15.5K Buy
+443
New +$13.5K ﹤0.01% 817

Other funds holding FTRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Coppell Advisory Solutions's FTRE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Fortrea Holdings (FTRE) in Q1 2025, closing a stake of 442 shares — an estimated $8.15K sold.

Coppell Advisory Solutions first reported a position in FTRE in Q4 2023 and held it in 4 quarters. The position peaked at $15.5K in Q4 2023. 358 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Fortrea Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 442 Fortrea Holdings shares in Q1 2025, an estimated $8.15K.
  • Coppell Advisory Solutions first reported a position in Fortrea Holdings in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Fortrea Holdings position peaked at $15.5K in Q4 2023.
  • 358 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.