Ameritas Advisory Services’s Coterra Energy CTRA Stock Holding History

Ameritas Advisory Services’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
2023 Q2	–	Sell	-1,213	Closed	-$30K	–	956
2023 Q1	$30K	Buy	+1,213	New	+$29.8K	﹤0.01%	1461

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Advisory Services's CTRA Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Coterra Energy (CTRA) in Q2 2023, closing a stake of 1,213 shares — an estimated $30K sold.

Ameritas Advisory Services first reported a position in CTRA in Q1 2023 and held it in 1 quarter. The position peaked at $30K in Q1 2023. 803 funds tracked by Wall St. Rank hold CTRA as of Q2 2023.

Ameritas Advisory Services reported no remaining Coterra Energy position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 1,213 Coterra Energy shares in Q2 2023, an estimated $30K.
Ameritas Advisory Services first reported a position in Coterra Energy in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's Coterra Energy position peaked at $30K in Q1 2023.
803 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.