BFC
CTRA

Bedel Financial Consulting’s Coterra Energy CTRA Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-400
Closed -$11K – 346
2022
Q1 		$11K Hold
400
– – ﹤0.01% 643
2021
Q4 		$8K Buy
400
+300
+300% +$6.26K ﹤0.01% 709
2021
Q3 		$2K Buy
+100
New +$1.72K ﹤0.01% 875

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $47.8B AUM 13.38% 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 $1.56T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bedel Financial Consulting's CTRA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Coterra Energy (CTRA) in Q2 2022, closing a stake of 400 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in CTRA in Q3 2021 and held it in 3 quarters. The position peaked at $11K in Q1 2022. 779 funds tracked by Wall St. Rank hold CTRA as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Coterra Energy position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 400 Coterra Energy shares in Q2 2022, an estimated $11K.
  • Bedel Financial Consulting first reported a position in Coterra Energy in Q3 2021 and held it in 3 quarters.
  • Bedel Financial Consulting's Coterra Energy position peaked at $11K in Q1 2022.
  • 779 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.