HA
CTRA

HFG Advisors’s Coterra Energy CTRA Stock Holding History

HFG Advisors’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
Q1 		– Sell
-14,531
Closed -$357K – 91
2022
Q4 		$357K Hold
14,531
– – 0.42% 49
2022
Q3 		$380K Buy
14,531
+890
+7% +$25.5K 0.53% 44
2022
Q2 		$352K Buy
13,641
+901
+7% +$27.3K 0.48% 48
2022
Q1 		$344K Buy
+12,740
New +$298K 0.39% 49

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

HFG Advisors's CTRA Position: Q1 2023 in Review

HFG Advisors sold out of Coterra Energy (CTRA) in Q1 2023, closing a stake of 14,531 shares — an estimated $357K sold.

HFG Advisors first reported a position in CTRA in Q1 2022 and held it in 4 quarters. The position peaked at $380K in Q3 2022. 781 funds tracked by Wall St. Rank hold CTRA as of Q1 2023.

  • HFG Advisors reported no remaining Coterra Energy position as of Q1 2023 after selling out during the quarter.
  • HFG Advisors sold 14,531 Coterra Energy shares in Q1 2023, an estimated $357K.
  • HFG Advisors first reported a position in Coterra Energy in Q1 2022 and held it in 4 quarters.
  • HFG Advisors's Coterra Energy position peaked at $380K in Q3 2022.
  • 781 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2023.

Based on HFG Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.