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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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