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Northwest Financial Advisors’s Fortrea Holdings FTRE Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-15
Closed -$300 – 256
2024
Q3 		$300 Buy
+15
New +$352 ﹤0.01% 535
2024
Q1 		– Sell
-15
Closed -$524 – 235
2023
Q4 		$524 Buy
+15
New +$459 ﹤0.01% 531

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northwest Financial Advisors's FTRE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Fortrea Holdings (FTRE) in Q4 2024, closing a stake of 15 shares — an estimated $300 sold.

Northwest Financial Advisors first reported a position in FTRE in Q4 2023 and held it in 2 quarters. The position peaked at $524 in Q4 2023. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Fortrea Holdings position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 15 Fortrea Holdings shares in Q4 2024, an estimated $300.
  • Northwest Financial Advisors first reported a position in Fortrea Holdings in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Fortrea Holdings position peaked at $524 in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.