FAN
CTRA

Financial Advisors Network’s Coterra Energy CTRA Stock Holding History

Financial Advisors Network’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
2023
Q4 		$372K Buy
14,575
+501
+4% +$13.4K 0.07% 113
2023
Q3 		$381K Buy
+14,074
New +$384K 0.09% 103

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Financial Advisors Network's CTRA Position: Q4 2023 in Review

Financial Advisors Network increased its Coterra Energy (CTRA) stake by 3.6% in Q4 2023, buying an estimated $13.4K and bringing the position to 14,575 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #113.

Financial Advisors Network first reported a position in CTRA in Q3 2023 and has held it in 2 quarters since. The position peaked at $381K in Q3 2023. 895 funds tracked by Wall St. Rank hold CTRA as of Q4 2023.

  • Financial Advisors Network held 14,575 shares of Coterra Energy worth $372K as of Q4 2023.
  • Financial Advisors Network bought 501 Coterra Energy shares in Q4 2023, an estimated $13.4K.
  • Coterra Energy made up 0.07% of Financial Advisors Network's portfolio in Q4 2023, its #113 holding.
  • Financial Advisors Network first reported a position in Coterra Energy in Q3 2023 and has held it in 2 quarters since.
  • Financial Advisors Network's Coterra Energy position peaked at $381K in Q3 2023.
  • 895 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.