AWA
CTRA

Alta Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Alta Wealth Advisors’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
2025
Q4 		– Sell
-16,416
Closed -$388K – 168
2025
Q3 		$388K Sell
16,416
-7,927
-33% -$191K 0.14% 104
2025
Q2 		$618K Sell
24,343
-8,893
-27% -$225K 0.29% 56
2025
Q1 		$961K Buy
+33,236
New +$927K 0.44% 53
2024
Q3 		– Sell
-10,690
Closed -$285K – 135
2024
Q2 		$285K Hold
10,690
– – 0.14% 108
2024
Q1 		$298K Sell
10,690
-2,099
-16% -$53.8K 0.15% 108
2023
Q4 		$326K Buy
+12,789
New +$343K 0.18% 100

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alta Wealth Advisors's CTRA Position: Q4 2025 in Review

Alta Wealth Advisors sold out of Coterra Energy (CTRA) in Q4 2025, closing a stake of 16,416 shares — an estimated $388K sold.

Alta Wealth Advisors first reported a position in CTRA in Q4 2023 and held it in 6 quarters. The position peaked at $961K in Q1 2025. 885 funds tracked by Wall St. Rank hold CTRA as of Q4 2025.

  • Alta Wealth Advisors reported no remaining Coterra Energy position as of Q4 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 16,416 Coterra Energy shares in Q4 2025, an estimated $388K.
  • Alta Wealth Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 6 quarters.
  • Alta Wealth Advisors's Coterra Energy position peaked at $961K in Q1 2025.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2025.

Based on Alta Wealth Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.