Heck Capital Advisors’s Fortrea Holdings FTRE Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-165	Closed	-$3.08K	–	452
2024 Q4	$3.08K	Buy	+165	New	+$3.21K	﹤0.01%	606

Other funds holding FTRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Heck Capital Advisors's FTRE Position: Q1 2025 in Review

Heck Capital Advisors sold out of Fortrea Holdings (FTRE) in Q1 2025, closing a stake of 165 shares — an estimated $3.08K sold.

Heck Capital Advisors first reported a position in FTRE in Q4 2024 and held it in 1 quarter. The position peaked at $3.08K in Q4 2024. 359 funds tracked by Wall St. Rank hold FTRE as of Q1 2025.

Heck Capital Advisors reported no remaining Fortrea Holdings position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 165 Fortrea Holdings shares in Q1 2025, an estimated $3.08K.
Heck Capital Advisors first reported a position in Fortrea Holdings in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Fortrea Holdings position peaked at $3.08K in Q4 2024.
359 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.