GWAG
CTRA

Garrett Wealth Advisory Group’s Coterra Energy CTRA Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-74
Closed -$1.3K – 177
2019
Q3 		$1.3K Buy
+74
New +$1.42K ﹤0.01% 663

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Garrett Wealth Advisory Group's CTRA Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Coterra Energy (CTRA) in Q4 2019, closing a stake of 74 shares — an estimated $1.3K sold.

Garrett Wealth Advisory Group first reported a position in CTRA in Q3 2019 and held it in 1 quarter. The position peaked at $1.3K in Q3 2019. 529 funds tracked by Wall St. Rank hold CTRA as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Coterra Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 74 Coterra Energy shares in Q4 2019, an estimated $1.3K.
  • Garrett Wealth Advisory Group first reported a position in Coterra Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Coterra Energy position peaked at $1.3K in Q3 2019.
  • 529 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.