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Valued Wealth Advisors’s Fortrea Holdings FTRE Stock Holding History

Valued Wealth 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
-2
Closed -$40 – 660
2024
Q3 		$40 Hold
2
– – ﹤0.01% 634
2024
Q2 		$47 Hold
2
– – ﹤0.01% 608
2024
Q1 		$81 Hold
2
– – ﹤0.01% 597
2023
Q4 		$58 Buy
+2
New +$61 ﹤0.01% 529

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

Valued Wealth Advisors's FTRE Position: Q4 2024 in Review

Valued Wealth Advisors sold out of Fortrea Holdings (FTRE) in Q4 2024, closing a stake of 2 shares — an estimated $40 sold.

Valued Wealth Advisors first reported a position in FTRE in Q4 2023 and held it in 4 quarters. The position peaked at $81 in Q1 2024. 349 funds tracked by Wall St. Rank hold FTRE as of Q4 2024.

  • Valued Wealth Advisors reported no remaining Fortrea Holdings position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 Fortrea Holdings shares in Q4 2024, an estimated $40.
  • Valued Wealth Advisors first reported a position in Fortrea Holdings in Q4 2023 and held it in 4 quarters.
  • Valued Wealth Advisors's Fortrea Holdings position peaked at $81 in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Fortrea Holdings as of Q4 2024.

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