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Forvis Mazars Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

Forvis Mazars Wealth Advisors’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
Q2 		– Sell
-5,293
Closed -$212K – 404
2024
Q1 		$212K Sell
5,293
-1,696
-24% -$58.8K 0.01% 381
2023
Q4 		$244K Sell
6,989
-1,239
-15% -$37.9K 0.01% 359
2023
Q3 		$235K Buy
+8,228
New +$243K 0.01% 357

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FTRE Position: Q2 2024 in Review

Forvis Mazars Wealth Advisors sold out of Fortrea Holdings (FTRE) in Q2 2024, closing a stake of 5,293 shares — an estimated $212K sold.

Forvis Mazars Wealth Advisors first reported a position in FTRE in Q3 2023 and held it in 3 quarters. The position peaked at $244K in Q4 2023. 388 funds tracked by Wall St. Rank hold FTRE as of Q2 2024.

  • Forvis Mazars Wealth Advisors reported no remaining Fortrea Holdings position as of Q2 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 5,293 Fortrea Holdings shares in Q2 2024, an estimated $212K.
  • Forvis Mazars Wealth Advisors first reported a position in Fortrea Holdings in Q3 2023 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Fortrea Holdings position peaked at $244K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.