IWS
CTRA

Insight Wealth Strategies’s Coterra Energy CTRA Stock Holding History

Insight Wealth Strategies’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
Q1 		– Sell
-69,611
Closed -$1.78M – 166
2023
Q4 		$1.78M Buy
69,611
+3,576
+5% +$95.8K 0.29% 84
2023
Q3 		$1.79M Buy
66,035
+4,465
+7% +$122K 0.35% 57
2023
Q2 		$1.56M Buy
61,570
+400
+0.7% +$9.95K 0.3% 62
2023
Q1 		$1.5M Buy
61,170
+1,869
+3% +$45.9K 0.29% 60
2022
Q4 		$1.46M Sell
59,301
-74
-0.1% -$2.04K 0.28% 63
2022
Q3 		$1.53M Hold
59,375
– – 0.28% 54
2022
Q2 		$1.53M Sell
59,375
-2,701
-4% -$81.9K 0.28% 54
2022
Q1 		$1.67M Buy
+62,076
New +$1.45M 0.25% 66

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Insight Wealth Strategies's CTRA Position: Q1 2024 in Review

Insight Wealth Strategies sold out of Coterra Energy (CTRA) in Q1 2024, closing a stake of 69,611 shares — an estimated $1.78M sold.

Insight Wealth Strategies first reported a position in CTRA in Q1 2022 and held it in 8 quarters. The position peaked at $1.79M in Q3 2023. 874 funds tracked by Wall St. Rank hold CTRA as of Q1 2024.

  • Insight Wealth Strategies reported no remaining Coterra Energy position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 69,611 Coterra Energy shares in Q1 2024, an estimated $1.78M.
  • Insight Wealth Strategies first reported a position in Coterra Energy in Q1 2022 and held it in 8 quarters.
  • Insight Wealth Strategies's Coterra Energy position peaked at $1.79M in Q3 2023.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.