LFA
CTRA

LGT Financial Advisors’s Coterra Energy CTRA Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-1,670
Closed -$42.7K – 404
2024
Q4 		$42.7K Hold
1,670
– – 0.09% 172
2024
Q3 		$40K Hold
1,670
– – 0.1% 160
2024
Q2 		$44.5K Hold
1,670
– – 0.09% 172
2024
Q1 		$46.6K Sell
1,670
-101
-6% -$2.59K 0.05% 236
2023
Q4 		$45.2K Hold
1,771
– – 0.06% 223
2023
Q3 		$47.9K Buy
+1,771
New +$48.3K 0.06% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LGT Financial Advisors's CTRA Position: Q1 2025 in Review

LGT Financial Advisors sold out of Coterra Energy (CTRA) in Q1 2025, closing a stake of 1,670 shares — an estimated $42.7K sold.

LGT Financial Advisors first reported a position in CTRA in Q3 2023 and held it in 6 quarters. The position peaked at $47.9K in Q3 2023. 920 funds tracked by Wall St. Rank hold CTRA as of Q1 2025.

  • LGT Financial Advisors reported no remaining Coterra Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1,670 Coterra Energy shares in Q1 2025, an estimated $42.7K.
  • LGT Financial Advisors first reported a position in Coterra Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Coterra Energy position peaked at $47.9K in Q3 2023.
  • 920 funds tracked by Wall St. Rank held Coterra Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.