AIA
CTRA

Angeles Investment Advisors’s Coterra Energy CTRA Stock Holding History

Angeles Investment 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
Q1 		– Sell
-17,400
Closed -$444K – 77
2024
Q4 		$444K Hold
17,400
– – 0.02% 105
2024
Q3 		$417K Sell
17,400
-129
-0.7% -$3.18K 0.02% 123
2024
Q2 		$467K Hold
17,529
– – 0.02% 112
2024
Q1 		$489K Buy
17,529
+14
+0.1% +$359 0.03% 126
2023
Q4 		$447K Sell
17,515
-1,085
-6% -$29.1K 0.03% 115
2023
Q3 		$503K Buy
+18,600
New +$507K 0.04% 76

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Angeles Investment Advisors's CTRA Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 17,400 shares — an estimated $444K sold.

Angeles Investment Advisors first reported a position in CTRA in Q3 2023 and held it in 6 quarters. The position peaked at $503K in Q3 2023. 920 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 17,400 Coterra Energy shares in Q1 2025, an estimated $444K.
  • Angeles Investment Advisors first reported a position in Coterra Energy in Q3 2023 and held it in 6 quarters.
  • Angeles Investment Advisors's Coterra Energy position peaked at $503K in Q3 2023.
  • 920 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.