First Personal Financial Services’s Coterra Energy CTRA Stock Holding History

First Personal Financial Services’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	–	Sell	-775	Closed	-$21K	–	390
2023 Q3	$21K	Hold	775	–	–	0.01%	254
2023 Q2	$19.6K	Hold	775	–	–	﹤0.01%	273
2023 Q1	$19K	Buy	+775	New	+$19.1K	﹤0.01%	280
2019 Q3	–	Sell	-28	Closed	-$1K	–	584
2019 Q2	$1K	Buy	+28	New	+$713	﹤0.01%	702
2018 Q2	–	Sell	-460	Closed	-$11K	–	721
2018 Q1	$11K	Hold	460	–	–	﹤0.01%	760
2017 Q4	$13K	Hold	460	–	–	﹤0.01%	727
2017 Q3	$12K	Hold	460	–	–	﹤0.01%	670
2017 Q2	$12K	Buy	460 +220	+92%	+$5.2K	﹤0.01%	673
2017 Q1	$6K	Buy	+240	New	+$5.45K	﹤0.01%	779
2016 Q4	–	Sell	-10	Closed	–	–	919
2016 Q3	$0	Sell	10 -64	-86%	-$1.6K	﹤0.01%	810
2016 Q2	$2K	Buy	+74	New	+$1.77K	﹤0.01%	753

Other funds holding CTRA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

First Personal Financial Services's CTRA Position: Q4 2023 in Review

First Personal Financial Services sold out of Coterra Energy (CTRA) in Q4 2023, closing a stake of 775 shares — an estimated $21K sold.

First Personal Financial Services first reported a position in CTRA in Q2 2016 and held it in 11 quarters. The position peaked at $21K in Q3 2023. 895 funds tracked by Wall St. Rank hold CTRA as of Q4 2023.

First Personal Financial Services reported no remaining Coterra Energy position as of Q4 2023 after selling out during the quarter.
First Personal Financial Services sold 775 Coterra Energy shares in Q4 2023, an estimated $21K.
First Personal Financial Services first reported a position in Coterra Energy in Q2 2016 and held it in 11 quarters.
First Personal Financial Services's Coterra Energy position peaked at $21K in Q3 2023.
895 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2023.

Based on First Personal Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.