Atlas Capital Advisors’s Coterra Energy CTRA Stock Holding History

Atlas Capital 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 Q2	–	Sell	-308	Closed	-$8.9K	–	928
2025 Q1	$8.9K	Buy	+308	New	+$8.59K	﹤0.01%	811
2023 Q1	–	Sell	-2,673	Closed	-$65.7K	–	914
2022 Q4	$65.7K	Sell	2,673 -83	-3%	-$2.29K	0.01%	503
2022 Q3	$72K	Hold	2,756	–	–	0.01%	491
2022 Q2	$71.1K	Buy	+2,756	New	+$83.6K	0.01%	508
2022 Q1	–	Sell	-33	Closed	-$627	–	924
2021 Q4	$627	Hold	33	–	–	﹤0.01%	898
2021 Q3	$718	Hold	33	–	–	﹤0.01%	903
2021 Q2	$576	Buy	+33	New	+$562	﹤0.01%	920
2019 Q3	–	Sell	-406	Closed	-$9.32K	–	649
2019 Q2	$9.32K	Buy	+406	New	+$10.3K	﹤0.01%	598

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Atlas Capital Advisors's CTRA Position: Q2 2025 in Review

Atlas Capital Advisors sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 308 shares — an estimated $8.9K sold.

Atlas Capital Advisors first reported a position in CTRA in Q2 2019 and held it in 8 quarters. The position peaked at $72K in Q3 2022. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

Atlas Capital Advisors reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
Atlas Capital Advisors sold 308 Coterra Energy shares in Q2 2025, an estimated $8.9K.
Atlas Capital Advisors first reported a position in Coterra Energy in Q2 2019 and held it in 8 quarters.
Atlas Capital Advisors's Coterra Energy position peaked at $72K in Q3 2022.
885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.