JWM
CTRA

Janiczek Wealth Management’s Coterra Energy CTRA Stock Holding History

Janiczek Wealth Management’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
Q2 		$10.3K Buy
385
+84
+28% +$2.33K ﹤0.01% 652
2024
Q1 		$8.39K Hold
301
– – ﹤0.01% 704
2023
Q4 		$7.68K Buy
301
+6
+2% +$161 ﹤0.01% 703
2023
Q3 		$7.98K Hold
295
– – ﹤0.01% 671
2023
Q2 		$7.46K Sell
295
-215
-42% -$5.35K ﹤0.01% 615
2023
Q1 		$13.1K Sell
510
-482
-49% -$11.8K ﹤0.01% 520
2022
Q4 		$25.2K Buy
992
+1
+0.1% +$28 0.01% 418
2022
Q3 		$28K Buy
991
+139
+16% +$3.98K 0.01% 397
2022
Q2 		$26K Buy
852
+32
+4% +$971 0.01% 428
2022
Q1 		$22K Buy
820
+768
+1,477% +$17.9K 0.01% 431
2021
Q4 		$1K Buy
52
+21
+68% +$438 ﹤0.01% 900
2021
Q3 		$1K Buy
+31
New +$532 ﹤0.01% 880
2019
Q3 		– Sell
-230
Closed -$5K – 170
2019
Q2 		$5K Buy
+230
New +$5.86K ﹤0.01% 155

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
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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's CTRA Position: Q2 2024 in Review

Janiczek Wealth Management increased its Coterra Energy (CTRA) stake by 28% in Q2 2024, buying an estimated $2.33K and bringing the position to 385 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Janiczek Wealth Management first reported a position in CTRA in Q2 2019 and has held it in 13 quarters since. The position peaked at $28K in Q3 2022. 890 funds tracked by Wall St. Rank hold CTRA as of Q2 2024.

  • Janiczek Wealth Management held 385 shares of Coterra Energy worth $10.3K as of Q2 2024.
  • Janiczek Wealth Management bought 84 Coterra Energy shares in Q2 2024, an estimated $2.33K.
  • Coterra Energy made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #652 holding.
  • Janiczek Wealth Management first reported a position in Coterra Energy in Q2 2019 and has held it in 13 quarters since.
  • Janiczek Wealth Management's Coterra Energy position peaked at $28K in Q3 2022.
  • 890 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.