IA
CTRA

Insight Advisors’s Coterra Energy CTRA Stock Holding History

Insight 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
2022
Q4 		– Sell
-9,487
Closed -$248K – 320
2022
Q3 		$248K Hold
9,487
– – 0.1% 234
2022
Q2 		$260K Buy
+9,487
New +$288K 0.09% 250

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Insight Advisors's CTRA Position: Q4 2022 in Review

Insight Advisors sold out of Coterra Energy (CTRA) in Q4 2022, closing a stake of 9,487 shares — an estimated $248K sold.

Insight Advisors first reported a position in CTRA in Q2 2022 and held it in 2 quarters. The position peaked at $260K in Q2 2022. 800 funds tracked by Wall St. Rank hold CTRA as of Q4 2022.

  • Insight Advisors reported no remaining Coterra Energy position as of Q4 2022 after selling out during the quarter.
  • Insight Advisors sold 9,487 Coterra Energy shares in Q4 2022, an estimated $248K.
  • Insight Advisors first reported a position in Coterra Energy in Q2 2022 and held it in 2 quarters.
  • Insight Advisors's Coterra Energy position peaked at $260K in Q2 2022.
  • 800 funds tracked by Wall St. Rank held Coterra Energy as of Q4 2022.

Based on Insight Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.