KWA
CTRA

Kingswood Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Kingswood 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
2024
Q1 		– Sell
-8,580
Closed -$219K – 633
2023
Q4 		$219K Buy
+8,580
New +$230K 0.02% 557

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

Kingswood Wealth Advisors's CTRA Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Coterra Energy (CTRA) in Q1 2024, closing a stake of 8,580 shares — an estimated $219K sold.

Kingswood Wealth Advisors first reported a position in CTRA in Q4 2023 and held it in 1 quarter. The position peaked at $219K in Q4 2023. 874 funds tracked by Wall St. Rank hold CTRA as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining Coterra Energy position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 8,580 Coterra Energy shares in Q1 2024, an estimated $219K.
  • Kingswood Wealth Advisors first reported a position in Coterra Energy in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Coterra Energy position peaked at $219K in Q4 2023.
  • 874 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.