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Investment Research & Advisory Group’s Fortrea Holdings FTRE Stock Holding History

Investment Research & Advisory Group’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
2023
Q3 		– Sell
-6,021
Closed -$205K – 223
2023
Q2 		$205K Buy
+6,021
New +$200K 0.12% 60

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
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

Investment Research & Advisory Group's FTRE Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of Fortrea Holdings (FTRE) in Q3 2023, closing a stake of 6,021 shares — an estimated $205K sold.

Investment Research & Advisory Group first reported a position in FTRE in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 415 funds tracked by Wall St. Rank hold FTRE as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining Fortrea Holdings position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 6,021 Fortrea Holdings shares in Q3 2023, an estimated $205K.
  • Investment Research & Advisory Group first reported a position in Fortrea Holdings in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fortrea Holdings position peaked at $205K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.