AWM
CTRA

Atticus Wealth Management’s Coterra Energy CTRA Stock Holding History

Atticus Wealth Management’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
2024
Q2 		– Sell
-550
Closed -$15.3K – 541
2024
Q1 		$15.3K Hold
550
– – 0.01% 353
2023
Q4 		$14K Hold
550
– – 0.01% 370
2023
Q3 		$14.9K Hold
550
– – 0.01% 360
2023
Q2 		$13.9K Hold
550
– – 0.01% 372
2023
Q1 		$13.5K Hold
550
– – 0.01% 358
2022
Q4 		$13.5K Buy
+550
New +$15.2K 0.01% 367

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 $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
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 $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atticus Wealth Management's CTRA Position: Q2 2024 in Review

Atticus Wealth Management sold out of Coterra Energy (CTRA) in Q2 2024, closing a stake of 550 shares — an estimated $15.3K sold.

Atticus Wealth Management first reported a position in CTRA in Q4 2022 and held it in 6 quarters. The position peaked at $15.3K in Q1 2024. 891 funds tracked by Wall St. Rank hold CTRA as of Q2 2024.

  • Atticus Wealth Management reported no remaining Coterra Energy position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 550 Coterra Energy shares in Q2 2024, an estimated $15.3K.
  • Atticus Wealth Management first reported a position in Coterra Energy in Q4 2022 and held it in 6 quarters.
  • Atticus Wealth Management's Coterra Energy position peaked at $15.3K in Q1 2024.
  • 891 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.