HGERS
CTRA

Householder Group Estate & Retirement Specialist’s Coterra Energy CTRA Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Hold
9
– – ﹤0.01% 673
2024
Q3 		$0 Sell
9
-400
-98% -$9.87K ﹤0.01% 1190
2024
Q2 		$10K Buy
409
+3
+0.7% +$83 ﹤0.01% 807
2024
Q1 		$11.3K Buy
406
+3
+0.7% +$77 ﹤0.01% 789
2023
Q4 		$10K Buy
403
+3
+0.8% +$80 ﹤0.01% 757
2023
Q3 		$10.8K Buy
+400
New +$10.9K ﹤0.01% 770
2023
Q1 		$5K Buy
+200
New +$4.92K ﹤0.01% 947

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 $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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CTRA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Coterra Energy (CTRA) position steady in Q4 2024 at 9 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Householder Group Estate & Retirement Specialist first reported a position in CTRA in Q1 2023 and has held it in 7 quarters since. The position peaked at $11.3K in Q1 2024. 902 funds tracked by Wall St. Rank hold CTRA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 9 shares of Coterra Energy worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Coterra Energy share count unchanged in Q4 2024.
  • Coterra Energy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #673 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Coterra Energy in Q1 2023 and has held it in 7 quarters since.
  • Householder Group Estate & Retirement Specialist's Coterra Energy position peaked at $11.3K in Q1 2024.
  • 902 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.