GKWIM
CTRA

Gerber Kawasaki Wealth & Investment Management’s Coterra Energy CTRA Stock Holding History

Gerber Kawasaki Wealth & 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
2021
Q4 		– Sell
-562
Closed -$12K – 458
2021
Q3 		$12K Buy
+562
New +$9.64K ﹤0.01% 595

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 $733B AUM 35.63% 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 $1.56T AUM 27.86% 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

Gerber Kawasaki Wealth & Investment Management's CTRA Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Coterra Energy (CTRA) in Q4 2021, closing a stake of 562 shares — an estimated $12K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in CTRA in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 648 funds tracked by Wall St. Rank hold CTRA as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Coterra Energy position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 562 Coterra Energy shares in Q4 2021, an estimated $12K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Coterra Energy in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Coterra Energy position peaked at $12K in Q3 2021.
  • 648 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.