Mount Yale Investment Advisors’s Fluor FLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,278
Closed -$310K 551
2024
Q4
$310K Sell
6,278
-3
-0% -$158 0.03% 435
2024
Q3
$300K Buy
+6,281
New +$296K 0.03% 436

Other funds holding FLR

Mount Yale Investment Advisors's FLR Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Fluor (FLR) in Q1 2025, closing a stake of 6,278 shares — an estimated $310K sold.

Mount Yale Investment Advisors first reported a position in FLR in Q3 2024 and held it in 2 quarters. The position peaked at $310K in Q4 2024. 439 funds tracked by Wall St. Rank hold FLR as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Fluor position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,278 Fluor shares in Q1 2025, an estimated $310K.
  • Mount Yale Investment Advisors first reported a position in Fluor in Q3 2024 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Fluor position peaked at $310K in Q4 2024.
  • 439 funds tracked by Wall St. Rank held Fluor as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.