CPA
CTRA

Clear Point Advisors’s Coterra Energy CTRA Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-425
Closed -$10.2K – 202
2024
Q3 		$10.2K Hold
425
– – 0.01% 335
2024
Q2 		$11.3K Hold
425
– – 0.01% 316
2024
Q1 		$11.8K Hold
425
– – 0.01% 320
2023
Q4 		$10.8K Buy
+425
New +$11.4K 0.01% 311

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

Clear Point Advisors's CTRA Position: Q4 2024 in Review

Clear Point Advisors sold out of Coterra Energy (CTRA) in Q4 2024, closing a stake of 425 shares — an estimated $10.2K sold.

Clear Point Advisors first reported a position in CTRA in Q4 2023 and held it in 4 quarters. The position peaked at $11.8K in Q1 2024. 901 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • Clear Point Advisors reported no remaining Coterra Energy position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 425 Coterra Energy shares in Q4 2024, an estimated $10.2K.
  • Clear Point Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Coterra Energy position peaked at $11.8K in Q1 2024.
  • 901 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.