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Householder Group Estate & Retirement Specialist’s Fortrea Holdings FTRE Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q3 		– Sell
-186
Closed -$4K – 1221
2024
Q2 		$4K Sell
186
-82
-31% -$2.54K ﹤0.01% 964
2024
Q1 		$10.8K Hold
268
– – ﹤0.01% 795
2023
Q4 		$9K Sell
268
-52
-16% -$1.59K ﹤0.01% 780
2023
Q3 		$9.15K Buy
+320
New +$9.47K ﹤0.01% 810

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FTRE Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Fortrea Holdings (FTRE) in Q3 2024, closing a stake of 186 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in FTRE in Q3 2023 and held it in 4 quarters. The position peaked at $10.8K in Q1 2024. 353 funds tracked by Wall St. Rank hold FTRE as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Fortrea Holdings position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 186 Fortrea Holdings shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in Fortrea Holdings in Q3 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Fortrea Holdings position peaked at $10.8K in Q1 2024.
  • 353 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.