AWM
CTRA

Aviso Wealth Management’s Coterra Energy CTRA Stock Holding History

Aviso 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
Q3 		– Sell
-7,540
Closed -$201K – 149
2024
Q2 		$201K Hold
7,540
– – 0.12% 148
2024
Q1 		$210K Buy
+7,540
New +$193K 0.13% 143

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aviso Wealth Management's CTRA Position: Q3 2024 in Review

Aviso Wealth Management sold out of Coterra Energy (CTRA) in Q3 2024, closing a stake of 7,540 shares — an estimated $201K sold.

Aviso Wealth Management first reported a position in CTRA in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2024. 833 funds tracked by Wall St. Rank hold CTRA as of Q3 2024.

  • Aviso Wealth Management reported no remaining Coterra Energy position as of Q3 2024 after selling out during the quarter.
  • Aviso Wealth Management sold 7,540 Coterra Energy shares in Q3 2024, an estimated $201K.
  • Aviso Wealth Management first reported a position in Coterra Energy in Q1 2024 and held it in 2 quarters.
  • Aviso Wealth Management's Coterra Energy position peaked at $210K in Q1 2024.
  • 833 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2024.

Based on Aviso Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.