AWA
CTRA

Amplius Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Amplius 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
2022
Q1 		– Sell
-183
Closed -$3K – 331
2021
Q4 		$3K Buy
+183
New +$3.82K ﹤0.01% 773

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Amplius Wealth Advisors's CTRA Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2022, closing a stake of 183 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in CTRA in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 730 funds tracked by Wall St. Rank hold CTRA as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Coterra Energy position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 183 Coterra Energy shares in Q1 2022, an estimated $3K.
  • Amplius Wealth Advisors first reported a position in Coterra Energy in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Coterra Energy position peaked at $3K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.