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Operose Advisors’s Fortrea Holdings FTRE Stock Holding History

Operose 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
-34
Closed -$680 – 516
2024
Q3 		$680 Hold
34
– – ﹤0.01% 600
2024
Q2 		$794 Hold
34
– – ﹤0.01% 566
2024
Q1 		$1.36K Hold
34
– – ﹤0.01% 605
2023
Q4 		$1.19K Hold
34
– – ﹤0.01% 570
2023
Q3 		$972 Buy
+34
New +$1.01K ﹤0.01% 726

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

Operose Advisors's FTRE Position: Q4 2024 in Review

Operose Advisors sold out of Fortrea Holdings (FTRE) in Q4 2024, closing a stake of 34 shares — an estimated $680 sold.

Operose Advisors first reported a position in FTRE in Q3 2023 and held it in 5 quarters. The position peaked at $1.36K in Q1 2024. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2024.

  • Operose Advisors reported no remaining Fortrea Holdings position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 34 Fortrea Holdings shares in Q4 2024, an estimated $680.
  • Operose Advisors first reported a position in Fortrea Holdings in Q3 2023 and held it in 5 quarters.
  • Operose Advisors's Fortrea Holdings position peaked at $1.36K in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.