EWM
CTRA

Edge Wealth Management’s Coterra Energy CTRA Stock Holding History

Edge 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
2022
Q1 		– Sell
-27
Closed -$1K – 191
2021
Q4 		$1K Hold
27
– – ﹤0.01% 460
2021
Q3 		$1K Sell
27
-1,973
-99% -$33.8K ﹤0.01% 479
2021
Q2 		$35K Sell
2,000
-1,500
-43% -$25.5K 0.01% 219
2021
Q1 		$66K Buy
+3,500
New +$64.4K 0.01% 169
2014
Q2 		– Sell
-50
Closed -$2K – 392
2014
Q1 		$2K Buy
+50
New +$1.85K ﹤0.01% 362

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 $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
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 $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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Edge Wealth Management's CTRA Position: Q1 2022 in Review

Edge Wealth Management sold out of Coterra Energy (CTRA) in Q1 2022, closing a stake of 27 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in CTRA in Q1 2014 and held it in 5 quarters. The position peaked at $66K in Q1 2021. 729 funds tracked by Wall St. Rank hold CTRA as of Q1 2022.

  • Edge Wealth Management reported no remaining Coterra Energy position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 27 Coterra Energy shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in Coterra Energy in Q1 2014 and held it in 5 quarters.
  • Edge Wealth Management's Coterra Energy position peaked at $66K in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.