AWS
CTRA

Atria Wealth Solutions’s Coterra Energy CTRA Stock Holding History

Atria Wealth Solutions’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
-44,626
Closed -$1.29M – 1539
2025
Q1 		$1.29M Sell
44,626
-13,095
-23% -$365K 0.02% 791
2024
Q4 		$1.47M Buy
57,721
+47,875
+486% +$1.19M 0.02% 759
2024
Q3 		$236K Sell
9,846
-9,994
-50% -$247K ﹤0.01% 1672
2024
Q2 		$529K Sell
19,840
-6,862
-26% -$190K 0.01% 1211
2024
Q1 		$744K Sell
26,702
-1,226
-4% -$31.4K 0.01% 1048
2023
Q4 		$713K Sell
27,928
-16,802
-38% -$450K 0.01% 1028
2023
Q3 		$1.21M Buy
44,730
+29,122
+187% +$794K 0.02% 729
2023
Q2 		$395K Sell
15,608
-9,765
-38% -$243K 0.01% 1278
2023
Q1 		$623K Buy
25,373
+9,858
+64% +$242K 0.01% 1014
2022
Q4 		$381K Buy
15,515
+2,545
+20% +$70.2K 0.01% 1227
2022
Q3 		$339K Buy
+12,970
New +$371K 0.01% 1228
2022
Q2 		– Sell
-13,760
Closed -$371K – 1680
2022
Q1 		$371K Buy
+13,760
New +$322K 0.01% 1210

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 $580B AUM 38.23% 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 $47.7B AUM 13.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Atria Wealth Solutions's CTRA Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 44,626 shares — an estimated $1.29M sold.

Atria Wealth Solutions first reported a position in CTRA in Q1 2022 and held it in 12 quarters. The position peaked at $1.47M in Q4 2024. 885 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 44,626 Coterra Energy shares in Q2 2025, an estimated $1.29M.
  • Atria Wealth Solutions first reported a position in Coterra Energy in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Coterra Energy position peaked at $1.47M in Q4 2024.
  • 885 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.