KWM
CTRA

Kingsview Wealth Management’s Coterra Energy CTRA Stock Holding History

Kingsview 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
2023
Q3 		– Sell
-26,266
Closed -$665K – 945
2023
Q2 		$665K Sell
26,266
-108
-0.4% -$2.69K 0.03% 517
2023
Q1 		$647K Buy
+26,374
New +$648K 0.03% 506

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kingsview Wealth Management's CTRA Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Coterra Energy (CTRA) in Q3 2023, closing a stake of 26,266 shares — an estimated $665K sold.

Kingsview Wealth Management first reported a position in CTRA in Q1 2023 and held it in 2 quarters. The position peaked at $665K in Q2 2023. 822 funds tracked by Wall St. Rank hold CTRA as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Coterra Energy position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 26,266 Coterra Energy shares in Q3 2023, an estimated $665K.
  • Kingsview Wealth Management first reported a position in Coterra Energy in Q1 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Coterra Energy position peaked at $665K in Q2 2023.
  • 822 funds tracked by Wall St. Rank held Coterra Energy as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.