Berman Capital Advisors’s Coterra Energy CTRA Stock Holding History

Berman Capital 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
2021 Q3	$60K	Buy	2,763 +1,845	+201%	+$31.6K	0.01%	604
2021 Q2	$16K	Hold	918	–	–	﹤0.01%	984
2021 Q1	$17K	Sell	918 -38	-4%	-$700	﹤0.01%	836
2020 Q4	$15K	Buy	956 +78	+9%	+$1.37K	﹤0.01%	754
2020 Q3	$14K	Hold	878	–	–	﹤0.01%	684
2020 Q2	$14K	Sell	878 -136	-13%	-$2.64K	﹤0.01%	643
2020 Q1	$16K	Buy	1,014 +914	+914%	+$14.5K	0.01%	545
2019 Q4	$1K	Buy	+100	New	+$1.74K	﹤0.01%	1308
2019 Q3	–	Sell	-243	Closed	-$5K	–	1465
2019 Q2	$5K	Buy	243 +43	+22%	+$1.09K	﹤0.01%	944
2019 Q1	$5K	Hold	200	–	–	﹤0.01%	856
2018 Q4	$3K	Buy	+200	New	+$4.83K	﹤0.01%	790

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Berman Capital Advisors's CTRA Position: Q3 2021 in Review

Berman Capital Advisors increased its Coterra Energy (CTRA) stake by 201% in Q3 2021, buying an estimated $31.6K and bringing the position to 2,763 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #604.

Berman Capital Advisors first reported a position in CTRA in Q4 2018 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold CTRA as of Q3 2021.

Berman Capital Advisors held 2,763 shares of Coterra Energy worth $60K as of Q3 2021.
Berman Capital Advisors bought 1,845 Coterra Energy shares in Q3 2021, an estimated $31.6K.
Coterra Energy made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #604 holding.
Berman Capital Advisors first reported a position in Coterra Energy in Q4 2018 and has held it in 11 quarters since.
481 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.