EWA
CTRA

Evolution Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Evolution 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
2020
Q4 		– Sell
-126
Closed -$2K – 589
2020
Q3 		$2K Buy
+126
New +$2.35K ﹤0.01% 531
2020
Q1 		– Sell
-184
Closed -$3K – 383
2019
Q4 		$3K Buy
184
+68
+59% +$1.18K ﹤0.01% 496
2019
Q3 		$2K Buy
116
+37
+47% +$710 ﹤0.01% 402
2019
Q2 		$2K Buy
+79
New +$2.01K ﹤0.01% 399

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evolution Wealth Advisors's CTRA Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Coterra Energy (CTRA) in Q4 2020, closing a stake of 126 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in CTRA in Q2 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 491 funds tracked by Wall St. Rank hold CTRA as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Coterra Energy position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 126 Coterra Energy shares in Q4 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Coterra Energy in Q2 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Coterra Energy position peaked at $3K in Q4 2019.
  • 491 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.