BIA
CTRA

Bell Investment Advisors’s Coterra Energy CTRA Stock Holding History

Bell Investment Advisors’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
2026
Q2 		– Sell
-180
Closed -$6.33K – 1841
2026
Q1 		$6.33K Sell
180
-10
-5% -$301 ﹤0.01% 866
2025
Q4 		$5K Sell
190
-287
-60% -$7.23K ﹤0.01% 968
2025
Q3 		$11.3K Sell
477
-352
-42% -$8.49K ﹤0.01% 601
2025
Q2 		$21K Buy
829
+280
+51% +$7.1K ﹤0.01% 412
2025
Q1 		$15.9K Buy
549
+35
+7% +$976 ﹤0.01% 453
2024
Q4 		$13.1K Sell
514
-199
-28% -$4.95K ﹤0.01% 502
2024
Q3 		$17.1K Sell
713
-40
-5% -$987 ﹤0.01% 436
2024
Q2 		$20.1K Buy
753
+68
+10% +$1.89K ﹤0.01% 396
2024
Q1 		$19.1K Sell
685
-161
-19% -$4.13K ﹤0.01% 390
2023
Q4 		$21.6K Buy
846
+270
+47% +$7.23K ﹤0.01% 338
2023
Q3 		$15.6K Sell
576
-42
-7% -$1.15K ﹤0.01% 372
2023
Q2 		$15.6K Buy
618
+48
+8% +$1.19K ﹤0.01% 361
2023
Q1 		$14K Buy
570
+228
+67% +$5.6K ﹤0.01% 389
2022
Q4 		$8.4K Sell
342
-60
-15% -$1.66K ﹤0.01% 554
2022
Q3 		$11K Buy
402
+32
+9% +$916 ﹤0.01% 382
2022
Q2 		$10K Buy
+370
New +$11.2K ﹤0.01% 421
2021
Q4 		$4K Hold
199
– – ﹤0.01% 843
2021
Q3 		$4K Buy
+199
New +$3.41K ﹤0.01% 784

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

Bell Investment Advisors's CTRA Position: Q2 2026 in Review

Bell Investment Advisors sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 180 shares — an estimated $6.33K sold.

Bell Investment Advisors first reported a position in CTRA in Q3 2021 and held it in 18 quarters. The position peaked at $21.6K in Q4 2023. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Bell Investment Advisors reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 180 Coterra Energy shares in Q2 2026, an estimated $6.33K.
  • Bell Investment Advisors first reported a position in Coterra Energy in Q3 2021 and held it in 18 quarters.
  • Bell Investment Advisors's Coterra Energy position peaked at $21.6K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.