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Kaizen Financial Strategies’s Fortrea Holdings FTRE Stock Holding History

Kaizen Financial Strategies’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
-6,800
Closed -$273K – 141
2024
Q1 		$273K Buy
+6,800
New +$236K 0.19% 92

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SC
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BMO
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AllianceBernstein
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BG
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State Street
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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

Kaizen Financial Strategies's FTRE Position: Q2 2024 in Review

Kaizen Financial Strategies sold out of Fortrea Holdings (FTRE) in Q2 2024, closing a stake of 6,800 shares — an estimated $273K sold.

Kaizen Financial Strategies first reported a position in FTRE in Q1 2024 and held it in 1 quarter. The position peaked at $273K in Q1 2024. 388 funds tracked by Wall St. Rank hold FTRE as of Q2 2024.

  • Kaizen Financial Strategies reported no remaining Fortrea Holdings position as of Q2 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 6,800 Fortrea Holdings shares in Q2 2024, an estimated $273K.
  • Kaizen Financial Strategies first reported a position in Fortrea Holdings in Q1 2024 and held it in 1 quarter.
  • Kaizen Financial Strategies's Fortrea Holdings position peaked at $273K in Q1 2024.
  • 388 funds tracked by Wall St. Rank held Fortrea Holdings as of Q2 2024.

Based on Kaizen Financial Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.