CTWM
CTRA

Cherry Tree Wealth Management’s Coterra Energy CTRA Stock Holding History

Cherry Tree 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
2025
Q2 		– Sell
-110
Closed -$3.18K – 634
2025
Q1 		$3.18K Buy
+110
New +$3.07K ﹤0.01% 585

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Cherry Tree Wealth Management's CTRA Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Coterra Energy (CTRA) in Q2 2025, closing a stake of 110 shares — an estimated $3.18K sold.

Cherry Tree Wealth Management first reported a position in CTRA in Q1 2025 and held it in 1 quarter. The position peaked at $3.18K in Q1 2025. 884 funds tracked by Wall St. Rank hold CTRA as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Coterra Energy position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 110 Coterra Energy shares in Q2 2025, an estimated $3.18K.
  • Cherry Tree Wealth Management first reported a position in Coterra Energy in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Coterra Energy position peaked at $3.18K in Q1 2025.
  • 884 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.