CWA
CTRA

Clarus Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-159
Closed -$4K – 221
2019
Q2 		$4K Hold
159
– – ﹤0.01% 502
2019
Q1 		$4K Buy
+159
New +$3.99K ﹤0.01% 591

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Clarus Wealth Advisors's CTRA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Coterra Energy (CTRA) in Q3 2019, closing a stake of 159 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in CTRA in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 525 funds tracked by Wall St. Rank hold CTRA as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Coterra Energy position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 159 Coterra Energy shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Coterra Energy in Q1 2019 and held it in 2 quarters.
  • Clarus Wealth Advisors's Coterra Energy position peaked at $4K in Q2 2019.
  • 525 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.