CVA Family Office’s Fortrea Holdings FTRE Stock Holding History

CVA Family Office’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	-25	Closed	-$466	–	1422
2024 Q4	$466	Buy	+25	New	+$487	﹤0.01%	1253

Other funds holding FTRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

CVA Family Office's FTRE Position: Q1 2025 in Review

CVA Family Office sold out of Fortrea Holdings (FTRE) in Q1 2025, closing a stake of 25 shares — an estimated $466 sold.

CVA Family Office first reported a position in FTRE in Q4 2024 and held it in 1 quarter. The position peaked at $466 in Q4 2024. 358 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

CVA Family Office reported no remaining Fortrea Holdings position as of Q1 2025 after selling out during the quarter.
CVA Family Office sold 25 Fortrea Holdings shares in Q1 2025, an estimated $466.
CVA Family Office first reported a position in Fortrea Holdings in Q4 2024 and held it in 1 quarter.
CVA Family Office's Fortrea Holdings position peaked at $466 in Q4 2024.
358 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

Based on CVA Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.