Lenox Wealth Advisors’s Coterra Energy CTRA Stock Holding History

Lenox 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
2022 Q1	$21K	Sell	742 -35	-5%	-$818	﹤0.01%	367
2021 Q4	$15K	Buy	+777	New	+$16.2K	﹤0.01%	446
2021 Q2	–	Sell	-161	Closed	-$3K	–	712
2021 Q1	$3K	Buy	+161	New	+$2.96K	﹤0.01%	564
2015 Q4	–	Sell	-175	Closed	-$4K	–	514
2015 Q3	$4K	Buy	+175	New	+$4.48K	﹤0.01%	281

Other funds holding CTRA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Lenox Wealth Advisors's CTRA Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Coterra Energy (CTRA) stake by 4.5% in Q1 2022, selling an estimated $818 and leaving 742 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Lenox Wealth Advisors first reported a position in CTRA in Q3 2015 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold CTRA as of Q1 2022.

Lenox Wealth Advisors held 742 shares of Coterra Energy worth $21K as of Q1 2022.
Lenox Wealth Advisors sold 35 Coterra Energy shares in Q1 2022, an estimated $818.
Coterra Energy made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #367 holding.
Lenox Wealth Advisors first reported a position in Coterra Energy in Q3 2015 and has held it in 4 quarters since.
730 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.