BWP
CTRA

Barlow Wealth Partners’s Coterra Energy CTRA Stock Holding History

Barlow Wealth Partners’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
-9,792
Closed -$271K – 153
2024
Q1 		$271K Buy
+9,792
New +$251K 0.04% 119

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

Barlow Wealth Partners's CTRA Position: Q2 2024 in Review

Barlow Wealth Partners sold out of Coterra Energy (CTRA) in Q2 2024, closing a stake of 9,792 shares — an estimated $271K sold.

Barlow Wealth Partners first reported a position in CTRA in Q1 2024 and held it in 1 quarter. The position peaked at $271K in Q1 2024. 891 funds tracked by Wall St. Rank hold CTRA as of Q2 2024.

  • Barlow Wealth Partners reported no remaining Coterra Energy position as of Q2 2024 after selling out during the quarter.
  • Barlow Wealth Partners sold 9,792 Coterra Energy shares in Q2 2024, an estimated $271K.
  • Barlow Wealth Partners first reported a position in Coterra Energy in Q1 2024 and held it in 1 quarter.
  • Barlow Wealth Partners's Coterra Energy position peaked at $271K in Q1 2024.
  • 891 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2024.

Based on Barlow Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.