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Triad Wealth Partners’s Fortrea Holdings FTRE Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-29
Closed -$677 – 361
2024
Q2 		$677 Buy
+29
New +$900 ﹤0.01% 910

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SC
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BMO
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Triad Wealth Partners's FTRE Position: Q3 2024 in Review

Triad Wealth Partners sold out of Fortrea Holdings (FTRE) in Q3 2024, closing a stake of 29 shares — an estimated $677 sold.

Triad Wealth Partners first reported a position in FTRE in Q2 2024 and held it in 1 quarter. The position peaked at $677 in Q2 2024. 352 funds tracked by Wall St. Rank hold FTRE as of Q3 2024.

  • Triad Wealth Partners reported no remaining Fortrea Holdings position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 29 Fortrea Holdings shares in Q3 2024, an estimated $677.
  • Triad Wealth Partners first reported a position in Fortrea Holdings in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Fortrea Holdings position peaked at $677 in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.