IWA
CTRA

Intercontinental Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Intercontinental Wealth 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
2020
Q1 		– Sell
-287
Closed -$4K – 192
2019
Q4 		$4K Sell
287
-195
-40% -$3.39K ﹤0.01% 317
2019
Q3 		$8K Buy
+482
New +$9.24K ﹤0.01% 358

Other funds holding CTRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Intercontinental Wealth Advisors's CTRA Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2020, closing a stake of 287 shares — an estimated $4K sold.

Intercontinental Wealth Advisors first reported a position in CTRA in Q3 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 482 funds tracked by Wall St. Rank hold CTRA as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Coterra Energy position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 287 Coterra Energy shares in Q1 2020, an estimated $4K.
  • Intercontinental Wealth Advisors first reported a position in Coterra Energy in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Coterra Energy position peaked at $8K in Q3 2019.
  • 482 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.