CFFP
CTRA

Center for Financial Planning’s Coterra Energy CTRA Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-1
Closed – – 543
2021
Q3 		$0 Buy
+1
New +$17 ﹤0.01% 499

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Center for Financial Planning's CTRA Position: Q4 2021 in Review

Center for Financial Planning sold out of Coterra Energy (CTRA) in Q4 2021, closing a stake of 1 share.

Center for Financial Planning first reported a position in CTRA in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 648 funds tracked by Wall St. Rank hold CTRA as of Q4 2021.

  • Center for Financial Planning reported no remaining Coterra Energy position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 1 Coterra Energy share in Q4 2021.
  • Center for Financial Planning first reported a position in Coterra Energy in Q3 2021 and held it in 1 quarter.
  • Center for Financial Planning's Coterra Energy position peaked at $0 in Q3 2021.
  • 648 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.