Curi Wealth Management’s Coterra Energy CTRA Stock Holding History

Curi 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
2021 Q1	–	Sell	-5	Closed	–	–	187
2020 Q4	$0	Buy	+5	New	+$88	﹤0.01%	414

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's CTRA Position: Q1 2021 in Review

Curi Wealth Management sold out of Coterra Energy (CTRA) in Q1 2021, closing a stake of 5 shares.

Curi Wealth Management first reported a position in CTRA in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 483 funds tracked by Wall St. Rank hold CTRA as of Q1 2021.

Curi Wealth Management reported no remaining Coterra Energy position as of Q1 2021 after selling out during the quarter.
Curi Wealth Management sold 5 Coterra Energy shares in Q1 2021.
Curi Wealth Management first reported a position in Coterra Energy in Q4 2020 and held it in 1 quarter.
Curi Wealth Management's Coterra Energy position peaked at $0 in Q4 2020.
483 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2021.

Based on Curi Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.