CSWM
CTRA

Cassady Schiller Wealth Management’s Coterra Energy CTRA Stock Holding History

Cassady Schiller 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
Q4 		$971 Buy
+38
New +$945 ﹤0.01% 797
2022
Q1 		– Sell
-9
Closed – – 217
2021
Q4 		$0 Buy
+9
New +$188 ﹤0.01% 570

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

Cassady Schiller Wealth Management's CTRA Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Coterra Energy (CTRA) in Q4 2024: 38 shares worth $971. The stake represents ﹤0.01% of the portfolio and ranks #797 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in CTRA as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in CTRA in Q4 2021 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • Cassady Schiller Wealth Management held 38 shares of Coterra Energy worth $971 as of Q4 2024.
  • Coterra Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Coterra Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #797 holding.
  • Cassady Schiller Wealth Management first reported a position in Coterra Energy in Q4 2021 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.