Truist Financial
FTRE icon

Truist Financial’s Fortrea Holdings FTRE Stock Holding History

Truist Financial’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
-6,290
Closed -$126K – 2557
2024
Q3 		$126K Sell
6,290
-230,018
-97% -$5.4M ﹤0.01% 2405
2024
Q2 		$5.52M Sell
236,308
-74,014
-24% -$2.3M 0.01% 818
2024
Q1 		$12.5M Sell
310,322
-159,648
-34% -$5.54M 0.02% 547
2023
Q4 		$16.4M Buy
469,970
+359,870
+327% +$11M 0.03% 463
2023
Q3 		$3.15M Buy
+110,100
New +$3.26M 0.01% 1025

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

Truist Financial's FTRE Position: Q4 2024 in Review

Truist Financial sold out of Fortrea Holdings (FTRE) in Q4 2024, closing a stake of 6,290 shares — an estimated $126K sold.

Truist Financial first reported a position in FTRE in Q3 2023 and held it in 5 quarters. The position peaked at $16.4M in Q4 2023. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2024.

  • Truist Financial reported no remaining Fortrea Holdings position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 6,290 Fortrea Holdings shares in Q4 2024, an estimated $126K.
  • Truist Financial first reported a position in Fortrea Holdings in Q3 2023 and held it in 5 quarters.
  • Truist Financial's Fortrea Holdings position peaked at $16.4M in Q4 2023.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.