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Wetzel Investment Advisors’s Fortrea Holdings FTRE Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-5
Closed -$201 – 403
2024
Q2 		$201 Sell
5
-131
-96% -$4.07K ﹤0.01% 912
2024
Q1 		$4.9K Sell
136
-27
-17% -$936 ﹤0.01% 680
2023
Q4 		$6K Buy
+163
New +$4.98K ﹤0.01% 640

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
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
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

Wetzel Investment Advisors's FTRE Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Fortrea Holdings (FTRE) in Q3 2024, closing a stake of 5 shares — an estimated $201 sold.

Wetzel Investment Advisors first reported a position in FTRE in Q4 2023 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 352 funds tracked by Wall St. Rank hold FTRE as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Fortrea Holdings position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Fortrea Holdings shares in Q3 2024, an estimated $201.
  • Wetzel Investment Advisors first reported a position in Fortrea Holdings in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Fortrea Holdings position peaked at $6K in Q4 2023.
  • 352 funds tracked by Wall St. Rank held Fortrea Holdings as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.