FAIM
CTRA

Financial Advocates Investment Management’s Coterra Energy CTRA Stock Holding History

Financial Advocates Investment 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
-10,640
Closed -$202K – 747
2021
Q4 		$202K Buy
+10,640
New +$222K 0.01% 729

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 $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Financial Advocates Investment Management's CTRA Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Coterra Energy (CTRA) in Q1 2022, closing a stake of 10,640 shares — an estimated $202K sold.

Financial Advocates Investment Management first reported a position in CTRA in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 730 funds tracked by Wall St. Rank hold CTRA as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Coterra Energy position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,640 Coterra Energy shares in Q1 2022, an estimated $202K.
  • Financial Advocates Investment Management first reported a position in Coterra Energy in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Coterra Energy position peaked at $202K in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.