AWM
CTRA

Abound Wealth Management’s Coterra Energy CTRA Stock Holding History

Abound Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-124
Closed -$4.37K – 1418
2026
Q1 		$4.37K Buy
124
+36
+41% +$1.08K ﹤0.01% 761
2025
Q4 		$2.33K Hold
88
– – ﹤0.01% 823
2025
Q3 		$2.09K Hold
88
– – ﹤0.01% 807
2025
Q2 		$2.24K Hold
88
– – ﹤0.01% 729
2025
Q1 		$2.56K Sell
88
-8
-8% -$223 ﹤0.01% 666
2024
Q4 		$2.45K Buy
96
+8
+9% +$199 ﹤0.01% 654
2024
Q3 		$2.12K Hold
88
– – ﹤0.01% 696
2024
Q2 		$2.36K Sell
88
-13
-13% -$360 ﹤0.01% 630
2024
Q1 		$2.81K Hold
101
– – ﹤0.01% 629
2023
Q4 		$2.57K Sell
101
-44
-30% -$1.18K ﹤0.01% 625
2023
Q3 		$3.92K Buy
145
+45
+45% +$1.23K ﹤0.01% 514
2023
Q2 		$2.54K Buy
100
+12
+14% +$298 ﹤0.01% 608
2023
Q1 		$2.17K Hold
88
– – ﹤0.01% 578
2022
Q4 		$2.17K Buy
88
+49
+126% +$1.35K ﹤0.01% 532
2022
Q3 		$1.03K Buy
+39
New +$1.12K ﹤0.01% 604

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Abound Wealth Management's CTRA Position: Q2 2026 in Review

Abound Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 124 shares — an estimated $4.37K sold.

Abound Wealth Management first reported a position in CTRA in Q3 2022 and held it in 15 quarters. The position peaked at $4.37K in Q1 2026. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Abound Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 124 Coterra Energy shares in Q2 2026, an estimated $4.37K.
  • Abound Wealth Management first reported a position in Coterra Energy in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Coterra Energy position peaked at $4.37K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.