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Plante Moran Financial Advisors’s Fortrea Holdings FTRE Stock Holding History

Plante Moran 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
Q1 		– Sell
-125
Closed -$4.36K – 879
2023
Q4 		$4.36K Hold
125
– – ﹤0.01% 657
2023
Q3 		$3.57K Buy
+125
New +$3.7K ﹤0.01% 631

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GCM
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Plante Moran Financial Advisors's FTRE Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of Fortrea Holdings (FTRE) in Q1 2024, closing a stake of 125 shares — an estimated $4.36K sold.

Plante Moran Financial Advisors first reported a position in FTRE in Q3 2023 and held it in 2 quarters. The position peaked at $4.36K in Q4 2023. 429 funds tracked by Wall St. Rank hold FTRE as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining Fortrea Holdings position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 125 Fortrea Holdings shares in Q1 2024, an estimated $4.36K.
  • Plante Moran Financial Advisors first reported a position in Fortrea Holdings in Q3 2023 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Fortrea Holdings position peaked at $4.36K in Q4 2023.
  • 429 funds tracked by Wall St. Rank held Fortrea Holdings as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.